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


  • Do contacts receive an email notification whenever a firm user adds them as a participant to a Clio Portal?


  • Clio Manage

Additional Information:

  • n/a



Clients only receive an invitation email when something is shared with them for the first time, like a message. After adding the client as a participant, you would need to send them a message for them to receive the invite email. 

All subsequent messages and document shares will trigger a notification email to the contact participants in the client portal


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


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