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How do I Get My Client a Clio Connect Account Without Sharing Anything?

 

Objective:

  • Allow my client to share things with me via Clio Connect without sending them anything

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

For steps on how to send a Secure Message, click here.

Answer:

You need to send at least one item for your Client to join Clio Connect. If you don't have any resources to share with the Contact, you can send them a Secure Message in order to trigger the Clio Connect invitation. 

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