Directives Online provides attorneys and Estate professionals with the ability to apply firm branding to their advance directives Vault and medical information wallet card. You can manage access to your clients' advance directives, living will, healthcare POA, and critical medical information - all of which can be accessed in an emergency via the wallet card. When you connect Directives Online to Clio, documents can be imported from Clio directly to the appropriate healthcare and Vault folders.
Attorneys can get a 3 month free trial to Directives Online. For more information, contact Directives Online HERE.
To connect Directives Online to Clio, log in to Directives Online and go to the "Vaultshare Documents" section. Next, click on the "Add Document" button. This will open the file upload window. Click on the "Clio" tab to connect to your Clio account and view a list of your clients.
From the "Clio" tab of the file upload window, click on the desired client.
This will display a list of the client's documents in Clio. Click on a document name to import it to a Directives Online folder or Vault.
You will now be able to view and manage your client's documents from the Vaultshare Documents tab.
For more information about working with Directives Online, please contact their support team by emailing firstname.lastname@example.org or calling 805-358-1090.