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Can I See if a Client Has Opened a Message or Document in Clio for Clients?

Question:

  • Can I see if a client read my client portal message? 
  • Can I see if a client has accessed a document shared via the client portal? 
  • Are there read receipts for client portal messages? 
  • Can I be notified when a client has read my message in Clio for Clients?
  • Can I be notified when a client has accessed a shared Document in Clio for Clients? 

Environment:

  • Clio Manage
  • Clio for Clients

Additional Information:

  • N/A

Answer:

Not at this time. To add a vote for this Feature Request, contact support at 1-888-858-2546 x 2, via the Live Chat option in Clio, or by email at support@clio.com

 

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