Clio Operate Knowledge Base

Search for answers or browse our knowledge base.
Have you tried asking our AI chatbot for help? It is down in the right-hand corner.

User Notification Settings

Was this article helpful?

You may be a user who is in Clio Operate every day or you may be an occasional user of the product. To cater for this, we allow you to set up your notification preferences to suit your usage. 

  1. Access the notifications list from the bell icon on the global navigation bar. 
  2. Click on the Settings cog wheel.  This allows you to specify which notification you want to receive in the application via email or weekly digest. 
  3. Tick the checkbox on or off for each section to select whether a notification is required for that type. (e.g. Approvals, Documents, Tasks, etc.)
    Within each section, select the channel by which notifications should be made. (e.g. via the App as a pop-up).Notification settings - channels
     
  4. Click Save to apply any changes made, or Discard to cancel them.

 

Was this article helpful?

Related Articles

Related articles in the knowledge base