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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
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Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

Can I Share Documents Stored in a Third Party Integration Via Clio Connect?

Objective:

  • Can I share OneDrive Documents via Clio Connect?
  • Can I share Dropbox Documents via Clio Connect?
  • Can I share Box Documents via Clio Connect?
  • Can I share Google Drive Documents via Clio Connect?

Environment:

  • Clio Manage

Additional Information:

You may download them from Google Drive, upload them to Clio, then share via Clio Connect. Or you may share them outside of Clio, directly from Google Drive.

Answer:

Google Drive documents cannot be shared directly via Clio Connect.

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