2017

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KCS - How to Share Documents with My Lawyer

Objective:

  • To send files to my lawyer via Clio Connect

Environment:

  • Clio web app
  • Clio Connect (client portal)

Additional Information:

n/a

Procedure:

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

 

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