KCS - How to Create Clio Connect Login Credentials

Objective:

  • Creating login credentials for Clio Connect
  • Set up Clio Connect account
  • Sign up for Clio Connect

Environment:

  • Clio Web App

Additional Information:

Use these steps to log into the secure client portal Clio Connect to see what your attorney has shared with you.

Procedure:

  1. Open the first Clio Connect email invitation from your attorney
  2. Click on the View button
  3. Complete the fields (Name, Email, Password)
  4. Select your Time Zone
  5. Click Sign Up
  6. View the shared item(s) in Clio Connect
Was this article helpful?