How to Share Documents with My Lawyer

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:

1. Click here to login to Clio Connect
2. Click on Documents in the black bar
3. Optional: If you want to upload to a specific folder, click on the Folder Name
4. Click the blue New button
5. Chose to upload a file or folder
6. Select the resource that you want to share with your lawyer
7. Click Upload Documents