James presented this info session on Notifications in Clio Operate on 22nd April 2026.

Chapters

00:00 Introduction and Agenda
02:56 Demo: In-app Notifications
07:48 Notification Settings: Types of Notifications
14:50 Notification Rules
17:20 Document Bundle Notification Demo
19:04 Use a Notification Type for Key Dates
29:50 More Advanced Example: Email Notifications
35:13 Notification Global Feature
37:17 Scenario: Send Email Notification when an Event Happens
end