Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only) It remains Clio Connect for EMEA customers. If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only) It remains Secure Messages for EMEA customers.
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.
Not at the moment.
The system uses the client's full name when sending automated emails. Please contact Support to vote for this feature.