Secure Messages

Question 1

Secure messages allow you to send messages and documents internally to other members of your firm, along with your clients and collaborators via Clio Connect

Answer 1

Secure Messages are contained within Clio and are encrypted with 256 bit SSL encryption-just like all the data in Clio. Email, on the other hand, is barely as secure as their inbox password (and we all know how bad people are at using strong passwords)

Interestingly enough, email was not originally developed with privacy in mind and many email providers still don’t encrypt the information that you are sending and receiving. Emailed messages can be copied and forwarded to anyone while Clio Secure Messages are only visible to you and your firm

If a smartphone is lost or stolen, emails can be accessed with ease, but Clio Secure Messages can be protected behind a PIN or password

Question 2

Navigating Secure Messages

Answer 2

Whether viewing the Communications tab within a Matter or the main Communications page, you’ll notice a quick option to switch between the Secure Messages you’re involved in (My messages) or Secure Messages across all Matters (Matters’ messages)

Further filtering options can be shown on the right side of the Secure Messages tab on the Communications page

Question 3

Sending a Secure Message

Answer 3

can be composed from multiple places in Clio:

1. The global “Create New” button in the Clio banner
2. From the Communications page
3. From the Communications tab in a Matter
4. From the Communications tab in a Contact

The “To” field is linked to individuals in your firm and to your external Contacts with a valid email address. Start typing in the name of the user or Contact that you want to send a message to, and then choose it from the drop-down

If you don’t initiate the composition of a Secure Message from within a Matter, the Matter field will be empty. Only complete this field if the message is related to a matter

The option to attach a document is found at the bottom of the window

Question 4

Replying to Messages

Answer 4

When viewing a message thread, the option to add a reply is available at the bottom of the screen. Attachments can also be included

Question 5

Message Notifications

Answer 5

When you are the recipient of a Secure Message, you’ll see a visual indicator in Clio to show that you have unread messages. A number in a red circle will be visible in the left menu on the Communications icon and can be seen regardless of whether or not the menu is expanded.

In the Communications page, another indicator is present, making sure you don’t miss the messages. The same number will appear next to the Secure Messages header and specific messages that are unread will have an orange label

If you want to receive an email notification for any new Secure Messages, this option can be activated in the Settings page