How Do I Share a Document with My Client Through Clio For Clients?
- How to share documents through Clio for Clients
- Initially, the Client will get an email asking them to download the Clio for Clients app
- Locate the Document via the Documents tab or the Client/Matter.
- Click the triangle beside View on the left
- Choose Share
- The Contact will auto populate but you can remove and/or add another
- The system default is set to Clio for Clients
- Optional - A message can be included
- Click Share