Does your firm need to work from home due to COVID-19? Check out these key resources.

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:

N/a

Answer:

You need to share at least one item for your Client to join Clio Connect.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality