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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How to View Shared Documents in Clio Connect

Objective:

  • How to view Documents that an Attorney has shared with a Client through Clio Connect
  • How to view Documents in Clio Connect

Environment:

  • Clio Manage
  • Clio Connect (Client Portal)

Additional Information:

n/a

Procedure:

1. Click here to log in to Clio Connect

2. Once you have logged in, click the "Documents" tab at the top of the page

3. You should now see a list of everything that your Attorney had shared with you

 

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