KCS - 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 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

 

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