KCS - Can a Clio Connect Client Upload a Document Directly to a Matter?

Objective:

  • Determine if a Clio Connect contact can upload a document that is linked with a Matter

Environment:

  • Clio Web App

Additional Information:

Click here for step by step instructions.

Answer:

This can be accomplished by creating a folder in the Matter's document tab and sharing it with your client. If they upload their document into the applicable folder, it will associate the document with the Matter.

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