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How Do I Share a Document with My Client Through Clio For Clients?

Objective:

  • How to share documents through Clio for Clients

Environment:

  • Clio Manage

Additional Information:

  • Initially, the Client will get an email asking them to download the Clio for Clients app

Procedure:

  1. Locate the Document via the Documents tab or the Client/Matter. 
  2. Click the triangle beside View on the left
  3. Choose Share
  4. The Contact will auto populate but you can remove and/or add another
  5. The system default is set to Clio for Clients
  6. Optional - A message can be included
  7. Click Share
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