Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

I Cannot Find a Document Under a Matter


  • I uploaded a document, but unable to find it under the matter's Documents tab


  • Clio Manage

Additional Information:

  • n/a


The document is under the contact's Documents tab only.


  1. Open the contact page for the client of that matter
  2. Click the Documents tab
  3. Type in the name of the document into the Search bar
  4. You can move the document to the contact using these steps


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