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Can I Print Messages From Clio For Clients Portal?

Objective:

  • Print a thread of messages from Clio for Clients Communications portal. 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes, you can follow these steps to print messages from Clio for Clients:

  1. Navigate to Communications
  2. Go to the Client portals tab
  3. Click View to open the client portal you wish to print
  4. Click Print messages. This will generate the download of a printable PDF file that contains the message thread. Screen_Shot_2021-10-21_at_9.03.59_AM.png

 

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