Objective:
- To send files to my lawyer via Clio Connect
- Upload documents via Clio Connect
- Send documents to my attorney
Environment:
- Clio web app
- Clio Connect (client portal)
Additional Information:
You will not be able to delete or move documents once they are uploaded. If you have uploaded a document by mistake or in the wrong location, please contact your attorney to make changes.
Procedure:
- Click here to login to Clio Connect
- Click on Documents in the black bar
- Optional: If you want to upload to a specific folder, click on the Folder Name
- Click the blue New button
- Chose to upload a file or folder
- Select the resource that you want to share with your lawyer
- Click Upload Documents