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Will Clients Get Email Notifications When They are Added as Participants on the Client Portal?

Question:

  • Would contacts get an email notification whenever a firm user adds them as a participant in the Clio Portal?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No.

Clients would only get an email notification when something is shared with them, like a message. So after adding them as a participant, you would need to send them a message for them to receive an email notification. 

If you would like the clients to get notifications whenever they get added as participants, please email support@clio.com to submit this feature request. 

 

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