Message Clients in Clio for Clients

In Clio Manage, you can message clients through Clio for Clients and attach documents to your messages. The conversation stays on the matter, alongside a record of when contacts read messages and documents. Your firm has one secure thread per matter for every client conversation.

Send messages and documents

Each message you send in a client portal goes to every participant in that portal. When your message is still unread after one minute, your client receives an email notification. Each email covers your latest unread message, so several messages or documents sent close together produce one email. Your firm's message content setting controls whether the email includes the full message.

1. Open the matter, select the Communications subtab, then select Client portal.
2. On the Messages subtab, type your message.
3. Optional: To attach documents or a document folder, click the paperclip icon. Attached items are listed under the Shared resources subtab.
4. Click Send.

Manage the portal conversation

The client portal conversation also records portal activity, and the more options menu next to Go to client portal holds tools for tracking and recording your correspondence. A client portal stays open once you create it, so deleting a message is the way to remove it from your client's view.

Show all portal events

Portal events include when a contact reads messages or documents, when a contact joins or leaves the portal, when a contact changes their sign-in email address, and when a calendar event changes or is cancelled. These events are hidden from contacts. Matter stage changes also post in the conversation and are visible to contacts, and task activity always shows. The All events toggle is off by default, and your browser remembers your choice for each portal.

1. Open the matter, select the Communications subtab, then select Client portal.
2. In the top right of the message section, toggle All events on or off.

Access more options

On the matter's Client portal subtab, click the more options icon next to Go to client portal, then choose one of these actions.

Mark as unread

Marks the conversation as unread for you only, so you can return to it later. A red notification count joins Communications in the main navigation.

Add time entry

Opens a time entry for your portal correspondence. Fill in or update the details, then click Save entry.

Download

Downloads a PDF of the portal conversation. The PDF does not include matter stage changes, task activity, and bill and trust request activity.

 

Delete messages

Any firm participant can delete a message sent by the firm. A deleted message is removed from your client's view, and its attached documents remain in the matter's Documents subtab.

1. Open the matter, select the Communications subtab, then select Client portal.
2. On the Messages subtab, hover over the message and click the bin icon.
3. Click Delete message to confirm.

Up next

• Share Documents, Invoices, and Events With Clients: Share documents, folders, invoices, trust requests, and calendar events through the client portal.
• Assign Tasks to Clients: Assign tasks to clients and track when they complete them.