2017

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KCS - Another Attorney Shared A Document Folder With Me Using Clio Connect. How Do I See Them?

Objective:

  • I am working with another Attorney how do I see the files they shared with me?
  • Another Attorney sent me an e-mail saying they shared something with me using Clio Connect.
  • I signed up for Clio Connect how do I access it from my Clio Account?

Environment:

  • Clio Web App
  • Clio Connect

Additional Information:

N/A.

Procedure:

  1. Set up the Clio Connect Account Using the Link in the email the Attorney sent you.
  2. Click on the Small Circle in the top right hand corner with your initials or photograph.
  3. You will see an option to Switch Account click on this.
  4. Choose under the Clio Connect title the Clio Connect Account.

 

 

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