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Sending Secure Messages

Clio allows for an attorney to send Secure Messages (or “Communications”) to people of their firm using Clio Connect.

Why are Clio Connect communications better than email? Clio’s communications are more secure than conventional email:

  1. Secure Messages require a password to read
  2. Secure Messages are protected using 256 SSL encryption
  3. Secure Messages don’t leave Clio’s secure servers

Additionally, Secure Messages allow your attorney to better track communications with his or her cases.

Reading your unread messages

You can read a Secure Message at any time in Clio Connect by clicking on the Communications tab.  To view the full message click on the message link.

The message inbox can also be accessed by clicking on the Inbox icon from within the header. All unread messages will appear in a red circle.

Replying to a message

You can reply to a Secure Message by:

  1. Clicking the “Reply” button (on the message detail screen)
  2. Type a message in the “Add Message Communication” window
  3. Optionally attach a document
  4. Click “Send Reply”

Sending a new message

To send a new Secure Message using Clio Connect:

  1. Click on the Communications tab
  2. Click the “Add” button
  3. Optionally assign a Matter reference
  4. Specify the recipient, the subject and the body
  5. Optionally attach a document
  6. Click “Send Message”

Printing your messages

To print a secure message click on the “Print” quick link for that message.

Sending Secure Messages
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Greg McLawsen

I’m proud to be the founder of Sound Immigration. My job is to work behind the scenes to ensure our clients have an outstanding experience at our firm. I’m passionate about reinventing the practice of law to make it work better for those we serve. I work hard to identify the best available technology to make our firm convenient for clients. I look to other industries, like real estate and the restaurant business, to learn about practice that will help serve our clients better.

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