You can ask for help sharing information with your clients and keeping a record of your communications from anywhere in Clio. In the top right, click the Clio icon in your header bar to open the prompt panel, or ask in a Clio Work conversation. You can also use the prompt box at the top of the Today page. Then use natural language to describe what you want.
This article provides suggested prompts, and links to the manual steps so you can see how client sharing and communication logs work.
Important: This article describes unified Clio. Unified Clio is available to firms in stages, so your account may still use the old experience. To switch to the old experience, open the user menu. Then select Switch to the old experience. Your data and settings are the same in both experiences.
Tip: Anything you post to the client portal is visible to your client right away. Ask to see the message first, and review it before you approve.
Message clients through the client portal
Ask for a client portal to be created, for participants to be added, and for messages to be posted with documents attached. You can also share invoices and trust requests.
- Create portal example: Create a client portal for the Doe matter and add Jane Doe as a participant.
- Post message example: Post a message to the Doe client portal with the signed engagement letter attached. Show me the message before you post it.
- Share invoice example: Share the approved Smith invoice with the client through the client portal.
If you do not provide sufficient details, Clio may automatically assign a logical option, or it may ask follow-up questions. When Clio has all the details, you can provide your approval once for the single request, approve that Clio takes action anytime you prompt in the particular conversation, or reject it to start again.
To understand how the client portal works and what you can share, see Message Clients in Clio for Clients and Share Documents, Invoices, and Events With Clients.
Complete related tasks manually
- Delete a portal message: Remove a message from the conversation.
- Stop sharing documents: Remove a client's access to a shared document.
- Set Up Clio for Clients: Set up the client portal for your firm.
Log calls and emails
Keep a record of a conversation on the matter by asking for a call or email to be logged, with a note about what was discussed.
- Log call example: Log a call with Jane Doe on the Doe matter for today. Note that we discussed the settlement offer and that I will send a written summary by Friday.
- Log email example: Log an email to opposing counsel on the Smith matter from yesterday about the discovery schedule.
If you do not provide sufficient details, Clio may automatically assign a logical option, or it may ask follow-up questions. When Clio has all the details, you can provide your approval once for the single request, approve that Clio takes action anytime you prompt in the particular conversation, or reject it to start again.
A communication log can also carry time. To see how logs work, see Record and Manage Phone Logs and Record and Manage Email Logs.
Complete related tasks manually
- Add time to a phone log: Bill time for a call.
- Add time to an email log: Bill time for an email.
- Edit or delete an email log: Correct a log after you save it.
Up next
- Draft Client Communications using Clio's AI features: Get help drafting emails, text messages, and client updates.
- Send and Reply to Emails: Send new emails and reply to email threads from Communications.
- Text Messaging in Clio Manage: Send and receive text messages with your clients.
- Prepare Invoices, Payments, and Trust Requests using Clio's AI features: Prepare the invoices and trust requests you share with clients.