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CloudMask

With CloudMask encryption software for Google Chrome and Firefox, you can lock down your Clio Custom Fields and document folders so that only those users with the digital key can view them.

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.

Contents

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

Connecting CloudMask to Clio

Open Chrome, navigate to the CloudMask Clio Integrations page and click on Secure Your Clio App. Alternatively, you can scroll to the bottom of the page and click Try It Free to start a free trial.

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Select which region your Clio Account is associated with (either North America, or UK & Europe)

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CloudMask will then prompt you to authorize access to your Clio account.

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Once authorized, CloudMask will prompt you to select which users you would like to add to your CloudMask team. Select your users and click Continue.

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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.

For security reasons, before joining your organization, users must confirm that your email address represents a security officer for the organization they are joining.

Before you can start using CloudMask in Clio, you must install the CloudMask browser plugin.

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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.

 

Using CloudMask with Clio

Enabling Clio Custom Field Encryption

Ensure that you are logged into Clio in your Chrome or Firefox bowser, click on the CloudMask icon in your browser toolbar, then select Field Settings

You will see a list of yoru 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.

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NOTE: If the Custom Field is already being used in Matters or on Contact cards, CloudMask will automatically encrypt the applicable, existing data.

Your Clio Custom Field (and all existing data in the relevant Matters or Contacts) will now be visible to all users.

Adding Custom Fields 

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.

Removing Custom Fields 

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.

Disabling Clio Custom Field Encryption

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.

 

 

Document Folder Encryption 

To learn more about how CloudMask can be used to secure your documents visit https://www.cloudmask.com/clio

 

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