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FAQs - Sharing via Clio Connect

Contents

Does Clio Connect cost extra?
What can I share?
What does my client or contact see when accessing Clio Connect?
What does my co-counsel see when I share a Matter with them?
If I have a client with multiple files, what do they see when they log into Clio Connect?
How do I represent invoices that are past due using Clio Connect?
How does my client or contact gain access to the shared resources?
How is my client or contact notified when something is shared?
What happens when I stop sharing an item through Clio Connect?

Does Clio Connect cost extra?

No.  Clio Connect is a value-added service included free with a subscription to Clio.

What can I share?

You can share bills, documents, secure messages, calendar events, tasks, and even Matters with co-counsels.

What does my client or contact see when accessing Clio Connect?

The Clio Connect portal is a similar, albeit restricted version of the standard Clio Account.  The users will only see specifically the items you have chosen to share with them.

What does my co-counsel see when I share a Matter with them?

The co-counsel will have will have access to the Matter details, Client information, a Contacts tab with all of the relationships individuals may have with this Matter, Notes, Time Entries, and Communications.  

If I have a client with multiple files, what do they see when they log into Clio Connect?

Clients can view all resources shared via Clio Connect from within the Clio Connect interface.  Although resources are not specifically segregated by matter, information for multiple matters can be accessed via the same site and is sorted chronologically based on when the item was shared/created.

How do I represent invoices that are past due using Clio Connect?

By default the bill status is displayed in the same fashion as it is in the open bills screen, such that, those invoices which have been shared that are overdue become highlighted in red and change their status to "Past Due".

How does my client or contact gain access to the shared resources?

New users to Clio Connect should follow the link provided in the automatically generated invitation email which is dispatched upon successful sharing of a resource.  Existing Clio Connect users can login by visting the main application authentication page located at https://app.clio.com, or by following the link provided int he resource invitation email.

How is my client or contact notified when something is shared?

When you share an item the user will receive an auto generated email from Clio advising them of same.  If they have not logged into Clio Connect previously when they click on the link to view the resource they will have to set the password for their Clio Connect account. Clio Connect clients can manage the email notifications from within the Notification Preferences.

What happens when I stop sharing an item through Clio Connect?

As soon as you stop sharing an item through Clio Connect it is no longer available to your client or contact. However, if the contact is viewing the item in their browser at the same moment that you revoke access, they will still be able to continue viewing the item until they close or refresh their browser.