Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

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


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


  • Clio Manage

Additional Information:

  • n/a



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 to submit this feature request. 


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality