In this video, we will walk through how to share various resources with your client using the secure, Clio Connect portal, including sharing a bill, document, secure message, calendar event, and task.
Does your firm need to work from home due to COVID-19? Check out these key resources.
In this video, we will walk through how to share various resources with your client using the secure, Clio Connect portal, including sharing a bill, document, secure message, calendar event, and task.