CERTIFIED POSTAL MAIL | Clio

Clio
Connect Clio to CaseMail
Connecting Clio to CaseMail Video Tutorial: Connecting to Clio ( For Step by step instructions see below) Step by Step Tutorial: Connecting to Clio To authenticate or re-authenticate your Clio connection please follow these simple steps: · Login to ...
Clio: Sending CaseMail From Clio Account
Clio's custom actions enable users to launch a mailing directly from the Clio matter screen. Simply click on the Actions / Edit tab and choose your "SEND" type. Enter in a unique mailing name or ID. Use the "Next" button to move to the next screen ...

CERTIFIED POSTAL MAIL | Clio | Knowledge Base