KCS - How Do Document Integrations Work?

Objective:

  • Connect Clio and Box
  • Connect Clio and OneDrive
  • Connect Clio and Google Drive
  • Connect Clio and DropBox
  • What do document integrations do? 

Environment:

  • Clio Web App
  • Box
  • OneDrive
  • Google Drive
  • Dropbox

Additional Information:

  • The Matters included in the integration will be based on the status that you've set up for the integration (Open, Open and Pending, or All)
  • The initial connection may take up to 24 hours to complete

Answer:

  • Linking Clio to a Document Provider will create a Clio folder in the top level directory in your Drive/OneDrive/DropBox/Box account. Within this folder, a subfolder will be created for each of your Contacts, containing folders for each of their Matters. 
  • All files uploaded to the Clio folder in the Document Integration will be visible from the relevant sub-tab of the Documents page in Clio. (ex. OneDrive documents will be visible in the OneDrive Documents sub-tab in Clio).
  • Files uploaded to a specific Client or Matter folder will be accessible from the sub-tab within the Documents section for that Client or Matter. 
  • With the exception of AlphaDrive, when using a 3rd Party Document Integration, documents are stored within that Document Integration. Clio essentially has created a window that allows you to see into the Clio folder that has been created in your Document Integration.
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