The 2020 Legal Trends Report is now available. Get the latest insights here.

How to Share a Document via Clio Connect


  • To share a Document via Clio Connect


  • Clio Manage

Additional Information:

For information on how to share a Document via email click here.


  1. Locate the Document you would like to share
  2. Select the Share link underneath the document title
  3. Choose the Contact(s) in the Select Contacts for Sharing field
  4. Select the Share via Clio Connect option under Delivery Method
  5. Select the Share button


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality