Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Do I Get a Notification When a Client Shares a Document With Me?


  • Notifications for Attorney when Client uploads a Document via Clio Connect
  • Can Notifications be Sent Out when New Documents are Uploaded to a Shared Folder?
  • Will I be notified if a new Document is added to a folder I have shared?


  • Clio Web App

Additional Information:

  • You can ask your Client to send you a Secure Message when they upload a Document through their Clio Connect account to receive a notification on your end. 
  • If your Client is just sharing a single Document, they can add it as an attachment to the Secure Message (instead of uploading it separately).
  • You can refer to the Firm Feed to see a log of Documents uploaded through Clio Connect
  • You can automate this process outside of Clio using Clio's Zapier integration.


No, there is no notification option for when a Client uploads a Document to their Clio Connect account.

If you would like to see this feature in Clio, please Contact Clio Support at Support@Clio.com


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