KCS - 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 Web App
  • Documents
  • Clio Connect

Additional Information:

Please see: KCS - How does my Client send me Documents via Clio Connect? (link)

Answer:

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

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