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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.

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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