June 16th, 2011 by Gwynne Monahan
#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.
Got a tip to share? Let us know. We’d love to hear them!
[...] practice management software. The tips include changing a matter number, synching with Outlook, and seeing when a client has accessed an item within the client [...]