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 Web App
- 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