#cliotraining Tip: See When a Client has Accessed an Item via Clio Connect

Ever find yourself reaching for the phone, or composing a new message to ask a client if he or she has looked at a document you sent? Or perhaps you’ve been playing phone tag or email tag.

With Clio Connect and Firm Feed, you can see what your client has accessed, and when:

For example, you can see when your client viewed a secure message you sent, opened a document and even when your client paid a bill. And all this information is viewable from your Firm Feed in your Practice tab, within the Contact Card and within a Matter.

To learn more, check out our Clio Connect support section, and our Firm Feed support section.

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