KCS - 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

 

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