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Can I Create Document Folders Templates For Every New Matter?

Objective:

  • Create a Document Folder Template
  • Add the same Document Folders to every Matter
  • Same set of Document Folders

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. On your desktop, create the set of subfolders
  2. Add a Dummy/Test file within each folder (this can be a empty/blank file)
  3. Select the Documents Tab on the left side panel of Clio
  4. Select the folder on your desktop, drag and drop into the Documents section
  5. Complete pop up box with "Matter" and "Category" information
  6. Click Upload documents
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