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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.

Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

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

January 28, 2022 11:03

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:

Working with Internal /Secure Messages in Clio for Co-Counsel Clio for Co-Counsel / Clio Connect

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.