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How to Create a Client Portal to Send Messages to Clio for Clients?

Objective:

  • How do I create a client portal?
  • How do I send my Clients messages via Clio for Clients

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Navigate to Communications
  2. Click New client portal
  3. Select a matter
  4. You and the client will automatically populate as participants. You can add or remove participants under Select participants. Once the client portal is created you will be able to add additional participants if needed by navigating to the client portal and clicking Add next to Participants.
  5. Click Create client portal
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