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

If I Share Document via Secure Link, Does My Client Need to Sign Up for Clio Connect in Order to View and Download It?

Question:

  • Does client need login to access Document via Secure Link
  • If I share Document Link do they need login credentials?
  • Does client need Clio Connect for me to share Documents?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, the option to send a Document via secure link is meant for scenarios where you or your client do not desire for them to have to create any sort of login credentials and simply want to access and download the file directly from Clio's secure server.

 

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