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Can I Receive a Notification If a Client Views a Shared Item in Their Clio for Client Account?

Question:

  • Do I get an email notification if a client views a shared item in their Clio for Client account?
  • Can I setup notifications if a client views a shared item in Clio for Client?
  • How do I know if a client views a Document in their Clio for Client account?

Environment:

  • Clio for Clients

Additional Information:

  • n/a

Answer:

No, at this time this feature is not available. If you would like to submit your vote for this please feel free to reach out to Clio Support to add your vote to this Feature Request. 

 

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