Yesterday we announced the ability to share Clio Connect items with multiple contacts at once.
Want an even quicker way to share items via Clio Connect? Now when you share an item you will be shown some Suggested Contacts to share the item with. The list will include the Client as well as people listed under the “Contacts” tab of the Matter that you have defined a Matter-Relationship with:
Simply click on the person’s name and it will add them to the list of Contacts you want to share the item with. To learn more about Clio Connect, our secure extranet portal that allows you to share Documents, Invoice and Secure Messages, click here.