Even if unauthorized parties gain access to your Clio account, perhaps because they were able to determine your password, they won’t be able to view the data in your encrypted fields or documents. Only you and your trusted colleagues that have access to encryption keys can view the sensitive data that you keep in Clio. Neither Clio or CloudMask will be able to see your encrypted data.
Whether you are keeping Social Security Numbers, information about minor children on a sensitive family law matter, or confidential documents in Clio, you can feel confident that your data is secure.
To view CloudMask subscription details or to sign up for a 30 days free trial, click HERE.
Connecting CloudMask to Clio
Using CloudMask with Clio
Enabling Clio Custom Field Encryption
Disabling Clio Custom Field Encryption
Adding Custom Fields
Removing Custom Fields
Document Folder Encryption
Open Clio in Chrome or Firefox and click to the "Clio Apps" button in the Clio header, then click on the CloudMask link in the dropdown menu. Alternately, you can click THIS LINK to sign-up for CloudMask directly.
CloudMask will check if you already have an account. If not, the following page is displayed to confirm the installation.
During the installation, accept the warnings displayed by the browser.
Once installed, CloudMask will connect to Clio. On the "Connect with Clio" screen, click the green "Yes, Let's Connect" button.
If you don't have a CloudMask account, CloudMask will create an account matching your Clio email.
NOTE: The user creating the CloudMask account is treated as the Security Officer representing your Clio organization.
At this point, we strongly suggest that you create a backup of your CloudMask secret key.
NOTE: Users within your organization have their own secret key. No one has access to a user's secret key; not even Clio nor CloudMask. Data can only be decrypted using a secret key belonging to one of the users that the data was shared with.
In CloudMask, you will now be able to invite other users to have access to a CloudMask key on your account.
Click the "Invite" button to send an activation email to the desired individual. This email will prompt the user to create a CloudMask account, join your organization, and create their own secret key.
NOTE: For security reasons, before joining your organization, users must confirm that your email address represents a security officer for the organization they are joining.
Click the "Go To Clio" button to return to Clio.
Ensure that you are logged into Clio in your Chrome or Firefox bowser, click on the CloudMask icon in your browser toolbar, then select "Preferences".
You will see a list of you Clio Custom Fields. Click on the "Enable" button next to the desired Custom Fields in order to encrypt it with CloudMask. Click the "Save" button to commit the changes.
NOTE: If the Custom Field is already being used in Matters or on Contact cards, CloudMask will automatically encrypt the applicable, exisiting data.
To disable the encryption of a Clio Custom Field, again click on the CloudMask icon in your browser toolbar, then select "Preferences". Next, click on the "Disable" button for that field in the CloudMask interface. Click the "Save" button to commit the changes.
Your Clio Custom Field (and all existing data in the relevant Matters or Contacts) will now be visible to all users.
When a new custom field is added, CloudMask automatically displays the encryption window to confirm if the field should be protected. The added field is identified by the "New" label next to it. You may enable encryption on the field, by clicking "Enable". In all cases, click on "Save" to confirm the addition of the new field.
After removing a custom field, the encryption window can be opened through the CloudMask menu. The removed field is identified by the "Removed" label. Click on "Save" to confirm the change.
CloudMask automatically encrypts documents uploaded to a protected, standalone, folder. In Clio, navigate to the location where you want to create the protected folder. Click on the "New" button and select "Folder". Give the folder a name as usual and click "Save".
CloudMask will then prompt you to determine if the folder should be protected or not.
Click the "Yes" button to protect the new folder and encrypt all files added to that folder.