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Why Does the Client's Uploaded Document Appear Under the Contact's Documents Tab Instead of the Matter's?

Objective:

  • Location of Client's shared Document(s) 

Environment:

  • Clio Manage
  • Clio Connect

Answer:

When a Client uploads a Document into Clio Connect it will automatically link it to the Contact and not their Matter.

If you want the client's uploaded documents to show up under the matter, you can create a folder under the Matter's Documents tab and share it with your client.  Optionally you can move the document from the contact to the matter.  

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