Secure Messages
The following articles provide instructions on sending and receiving Secure Messages with other users of your firm account and your Contacts.
Videos
Articles
- ★ Error When Sending Secure Message To Client Via Clio Connect
- Is It Possible to Send and Receive Secure Messages for Closed Matters?
- Do Internal Secure Messages Between Staff Appear on Contact Communication Tab?
- Where Can My Clients View Secure Messages I Send Them via the Clio Mobile App?
- How Can You Expand the Secure Messages in Communications to View the Entire Body of the Message?
- Secure Messages Conversations Page
- Can I Print Secure Messages?
- Can I Share a Folder in Secure Message?
- Can You Save a Secure Message as a Draft?
- How Do I Edit the Automated Statement added by Clio for Clients?
- Unable to Archive Secure Message Linked to Matter
- Can I Send Notes to Attorneys in Clio Manage
- What Happens to a Secure Message if I Delete the Matter it was Sent From
- [Clio Manage] Why Am I Unable to Reply to a Secure Message?
- How Can I See Who Is Included in a Secure Message Thread?
- Secure Message Still Showing as Unread after Reading the Message
- What is a Secure Message?
- Is There a "Sent" Folder in Communications?
- When I try to send a Secure Message, I'm receiving this error "Error: Unable to send secure message. Validation failed: [user name] share a duplicated email address: [user name]. What do I do?
- How Do I Send a Secure Message to my Lawyer?
- Is There a Notification to Tell if a Client Has Read or Seen a Secure Message?
- Can I Limit Secure Messages Sent From the Matter to Contacts That are Only Associated With That Matter?
- Can I Attach a Document Stored in Clio to a Secure Message?
- Does Any Text from a Secure Message Appear in the Contact Facing Email Notification?
- Can I Edit the Subject or Body of a Secure Message?
- Can I Un-Archive a Secure Message?
- Can I Send a Secure Message to Multiple Contacts?
- Why is a Matter required when sending a Secure Message with an Attachment?
- Is There a Limit on the Number of Secure Messages I Can Send?
- Is There a Way to Mark a Secure Message as Unread?