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The categories and sections below contain articles and resources to help you understand all of the document features available in Clio, including our popular Document Automation feature and our document integrations.

Getting Started with Clio Documents 

The articles below are a great place to get started working with Clio Documents.

Documents: Navigating, Viewing, and Filtering Files in Clio  ... 

Document Automation Basics: Uploading Templates and Generating Documents  ... 

Video: Document Automation Workflow  ... 

OneDrive for Business: Setting Up and Using the Integration  ... 

Working with Clio Documents

Working with Clio Documents >

Document Automation

Working with Document Automation >

Document Integrations


Dropbox >

Google Drive >

Microsoft OneDrive for Business >

NetDocuments >

Fujitsu ScanSnap >

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