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Is it Possible to Share a Document With all Contacts Associated with the Matter Automatically?

Question:

  • Is it Possible to Share a Document With all Contacts Associated with the Matter Automatically?
  • Can Associated Contacts be automatically added when sharing a Docuemnt in a Matter?

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

Currently, it is not possible to automatically include all associated contacts from the matter when sharing a document. To request for this feature, please let our Support team know. The Support team can be reach at 1-888-858-2546 ext. 2 or by the Live Chat option available in Clio.

Workaround: contacts will need to be added to the share manually. 

 

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