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Can Clio Connect Users use Maildrop?

Question:

  • Are CC Users able to file emails?
  • Maildrop client portal profile

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • If a Matter has Matter Visibility Permissions set to anything other than "Everyone", Clio Connect Users won't have permission to see the matter and emails they file via maildrop will only be visible on the main Communications page

Answer:

Yes, if active Clio Connect Users forward emails to the maildrop email address for your account/Matter, those emails will be added as Communications in Clio

 

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