Objective:

• Can I choose a preferred name to have on emails sent from Clio Manage automatically?

Environment:

• Clio Manage

Additional Information:

• n/a

Answer:

• At this time, the Primary name that is on the Contact record will be pulled into the email within Clio Manage.
• If interested in this feature, please contact Clio Support at 1-888-858-2546 or email support@clio.com