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Can You Select What Documents You Would Like a Client To View via Clio Connect?

Question:

  • Can I Isolate What Files That Are Shared with A Client When Sharing the Matter Folder on Clio Connect? 

Environment:

  • Clio Connect 
  • Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time. If you share a folder with a client via Clio Connect, they will see all the contents within the folder. 

As a workaround, you create a sub-folder within the Matter to share with the client and upload the documents you would like to share with them in this folder. 

 

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