Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.

Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

If I Share a Folder with a Client via Clio Connect, Can the Client Upload Documents to the Folder?

October 21, 2021 15:40

Objective:

Environment:

Additional Information:

For more information on how to upload Documents in Clio Connect, click here.

Answer:

Yes, if you Share a folder with the client, they will have access to the contents of the folder and be able to upload Documents into the folder itself.