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Can I Send a Clio for Clients Invite Without Sharing a File?

Question:

  • Are you able to send a Clio for Clients invitation without sharing a document?
  • Is it possible to invite a user to Clio for Clients without adding a file?

Environment:

  • Clio Manage
  • Clio for Clients

Additional Information:

  • The link(s) to download Clio for Clients via the App Store is available here.

Answer:

No, it is not possible to send a Clio for Clients invitation without sharing a document/file with it.

That being said, you can provide the App Store link to download the app, but the client would not be able to access the firm's Clio for Clients portal.

 

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