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How do I Limit Document Upload Notifications via Clio for Clients to a Specific Attorney/Assistant?

Objective:

  • Manage Clio for Clients document notifications

Environment:

  • Clio Manage
  • Clio for Clients

Additional Information:

Answer:

Please consider one of the following options:

  1. Enter a user/attorney in the 'Matter notifications' field on the Edit Matter Page
  2. Add a responsible attorney in the Edit Matter Page

Please note: Adding a responsible attorney will automatically add them to the notifications subscription list in the Edit Matter Page.

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