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Is It Possible to Request Specific Files from Clients in Clio Connect?

Question:

  • Can you request specific files from your clients in Clio Connect?
  • Are you able to ask for specific types of documents from Clio Connect users?

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • If you would like to add your vote to this Feature Request, please contact us either through support@clio.com , the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

Answer:

No, it is not possible to request specific files from clients in Clio Connect, at this point in time. This is currently a Feature Request.

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