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KCS - How Does the Box Integration Work?


  • Sync Documents between Clio and Box
  • What does the Box integration do? 


  • Clio Web App
  • Box

Additional Information:

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


  • Linking Clio to Box will create a Clio folder within your 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 Box will be visible from the Box sub-tab of the Documents page in Clio. Files uploaded to a specific Client or Matter folder will be accessible from the Box sub-tab within the Documents section for that Client or Matter. 
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