The 2020 Legal Trends Report is now available. Get the latest insights here.

Is it Possible to Restrict a Client to Only Upload Documents and Files to A Specific Folder Within Clio Connect?

Question (choose one):

  • Is it Possible to Restrict a Client to Only Upload Documents and Files to A Specific Folder Within C

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • n/a

Answer:

No, Currently it is not possible to set up a folder that your client is only able to upload documents and files into via Clio Connect. If you would like to request for this feature, please let our Support team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

 

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