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
  • Create Clio Connect account
  • How do I sign up for Clio Connect as a client
  • How do I sign up for Clio Connect as a customer
  • Setup Clio Connect
  • Setup Client Portal
  • How do I register to be able to view documents?

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.

For some assistance in moving around your client portal, please see: Overview of Clio Connect 

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
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