Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them
here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.
How to Save a Link to Later Access Documents Shared in Clio Connect
Objective:
- Copy the URL Link to the Clio Connect File Download page.
Environment:
Additional Information:
If you do not currently have a Clio Connect account, Click View File to access the sign up page.
Procedure:
- In your Email Client, open the New Document message
- Right Click the View Document button
- After you are viewing the Document, copy the URL.
