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Can my Firm Get Notified When a New Matter is Opened?

Question:

  • Can I set up a general notification system to notify my firm when a new matter is created?

Environment:

  • Clio Manage

Additional Information:

  • For more information on how to notify specific users when creating or editing a matter, click here

 

Answer:

At this time, you can only add specific users to get notified. 

If you would like to add your vote to this Feature Request, to have general notifications when matters are opened/created, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

 

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