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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 Locate Documents Uploaded by a Client via Clio Connect

Objective:

  • View Documents shared by a Client
  • Find Documents shared via Clio Connect
  • Unable to find Documents uploaded by a client into Clio 

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

By default, Documents uploaded in Clio Connect will be linked to the Contact, but not their Matter. Use these steps if you would like them to be associated at the Matter level: How to Create a Document Folder to Share with Client

Procedure:

  1. View the Client's Contact in Clio
  2. Click Documents
  3. Optionally, click on Files Only to view a list of the uploaded Documents
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