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How Do I Edit the Automated Statement added by Clio for Clients?

Question:

  • Is there a way to change the automatic sentence added when sending via Clio for Clients
  • Can I edit the tag line that is added by Clio for Clients

Environment:

  • Clio Manage
  • Clio for Clients

 

Answer:

Currently, this feature is not available in Clio Manage. If you wish to see this feature in Clio, please submit a Feature Request via email to support@clio.com, or speak to one of our consultants over the phone 1-888-858-2546 x2 during our regular operating hours (Monday 12:00am - Friday 11:59 pm PT).

 

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