By default, you have the option to set reminders for Calendar Events and Tasks. These can either appear as a pop-up within your account, or as an Email reminder to the address you used to sign up with Clio.
But what if you wish to use an alternative E-mail or have reminders for multiple users in the account? Additional Emails can receive reminders by clicking your name at the top of the screen and going to Settings > Personal > Reminders > Add.
Once you have typed in the desired Email address, click next and a verification code will be sent to that address. The final step is to verify the new Email address; instructions can be found in step 4 of the Calendar Reminders support article.
The new Email address will now show up in the reminders picklist when creating a Calendar Event or Task. Add multiple reminders to other users’ Emails to notify the firm of an upcoming event.