KCS - Can I share a Document with a Client through Clio without them creating a Clio Connect Account?

 

Objective:

  • Share Documents with clients without Clio Connect

Environment:

  • Clio Web App
  • Documents

Additional Information:

This will not give Clients any Clio Connect features, it only sends the document. 

Answer:

Yes. When sharing a document through Clio, you can share via a link. This will send an email to your client with a link that they can click. The link will then bring them to a page where they can temporarily download the document without them having to sign up for a Clio Connect account. Clients will only have access for a week.

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