KCS - How does Clio Connect work?

Objective:

  • How does Clio Connect work? 

Environment:

  • Clio Connect

Additional Information:

n/a

Answer:

Basically if you share items with the client (ie. Bills, Documents, etc) they will be instructed to set up a Clio Connect account. A Clio Connect account is a secure portal for the user to sign in and see all items shared with them. 

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