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Is There a Link to Allow Clients to Upload Documents and Files Directly into a Matter?

Question:

  • Is There a Link to Allow Clients to Upload Documents and Files Directly into a Matter?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time. 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.

 

As a workaround, you will need to share a folder with your client via Clio Connect so that they can upload files directly back into the matter through that specific folder. You may also use third-party solutions such as, Dropbox, Onedrive, Google Drive and share a link to the specific folder that you client can upload documents and files into.

 

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