KCS - Why can't I delete or move a file I shared with my attorney?

Objective:

  • Can't delete or trash a document that I shared with my lawyer
  • Can't move a document or folder
  • Can't edit a file I uploaded to my Clio Connect account

Environment:

  • Clio Web App
  • Clio Connect
  • Documents

Additional Information:

This applies to uploading documents from a Clio Connect account.

Answer:

You can upload files/documents and folders to your Clio Connect account, however as they are immediately shared with your attorney, you cannot delete or move these once uploaded.

This is intended functionality to prevent accidental deletion of important documents.

Contact your attorney to make changes to uploaded documents.

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