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