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How to see all items shared with a Contact via Clio Connect


  • See all bills, documents, folders, calendars, matters shared via Clio Connect 
  • View list of Clio Connect users


  • Clio Manage

Additional Information:



There are two ways to view the items shared.

To view items shared by Contact:

  1. Click on Contacts
  2. Click on the name of the Contact to view the Contact page
  3. Click Clio Connect subtab

 To view all items shared with all contacts:

  1. Click Settings
  2. Click Clio Connect & Sharing
  3. Click Shared Clio Connect Resources 
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