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

 

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