Communications
The following articles provide an overview of working with the Communications tab in Clio.
Videos
Articles
- Text Messaging in Clio
- Can I Move Communication Logs to Notes?
- Will Newly Added Participants to the Client Portal See Past Messages?
- Where to View the Internal Message When Submitting a Draft Bill for Approval?
- Do Phone Logs Show Line Breaks When Viewing a List of Phone Logs from the Communications Page?
- How To Expand a Message Text Box in the Client Portal Section of Clio Manage
- Why Is the Date Range Missing From The Communications Page?
- Can I View .eml Files Directly from Within Clio?
- Can I Upload a File to the Notes Tab in Clio?
- Does Clio Manage Have an Internal Communication Tool to Use When Viewing Invoices?
- Will My Client Need a Clio Connect Account to Receive Tasks?
- Can I Sort, Filter and Order Select Emails From Communications
- Can I Drag and Drop E-mails Into the Communications Tab?
- Can I See the Recipient Address in the Communications Tab?
- Can I Move XML Email Files from a Folder in Documents to the Communications Sub-tab of a Matter?
- Can I Filter Communications by Sent From vs CC'd Users?
- Can I View CC'd Email Recipients in the Matter's Communications Tab?
- Is There a Limit for Filing Emails to Clio Manage?
- Is it Possible to Include a Full Copy of Bill in Communication log After Bill has been Sent?
- Is it Possible to Choose a Folder for Attachments to be Filed Into When Sending a Secure Message?
- Is it Possible to Attach a Document/File to an Email Already Filed into Clio Manage?
- How Can I Tell Which Email a Bill Was Previously Sent to in Clio Manage?
- Does Clio have a NotePad feature not connected to any Matter
- Can a Note be Emailed?
- Can I Forward Logged Emails (in Clio) to an external email recipient?
- Can You Create Folders in the Communication Section?
- How Do I Move Communication Logs Between Contacts?
- Can Read Receipts from Outlook be Filed using the Outlook add-in?
- Can I Delete a .EML Document?
- How Can I View a Message That Was Sent When Sharing a Document?