- Do contacts receive an email notification whenever a firm user adds them as a participant to a Clio Portal?
- Clio Manage
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 email@example.com to submit this feature request.