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Can I CC Other People, Aside from the Attorney When Sending an Internal / Secure Message from Clio for Co-Counsel / Clio Connect?

Objective:

  • Send a secure message to the firm and cc other people involved in the case through Clio for Co-Counsel / Clio Connect
  • Send secure message in Clio for Co-Counsel / Clio Connect to multiple people
  • Send communication to multiple contacts

Environment:

  • Clio for Co-Counsel
  • Clio Connect 

Additional Information:

Answer:

You can only CC other people who are the Primary Contact of the Matter that has been shared with you by your Attorney. They will be searchable and selectable in the 'To' field when sending a new Communication in Clio for Co-Counsel / Clio Connect.

If you would like to see further functionality for this feature, please email support@clio.com.

 

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