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Can I Choose How Clients Are Addressed Through Automated Emails When Sharing Resources?


  • Have automated emails address well-known clients by first name instead of first name and last name when sharing resources, such as Secure Messages.


  • Clio Manage

Additional Information:

  • n/a


Not at the moment.

The system uses the client's full name when sending automated emails. Please contact Support to vote for this feature. 

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