KCS - Can I Use Clio Documents and a 3rd Party Document Integration at the Same Time?

Objective:

  • Can I use Clio Documents and Box?
  • Can I use Clio Documents and OneDrive?
  • Can I use Clio Documents and Google Drive?
  • Can I use Clio Documents and DropBox?
  • Can I use Clio Documents and AlphaDrive?

Environment:

  • Clio Web App
  • Box
  • OneDrive
  • Google Drive
  • Dropbox
  • AlphaDrive

Additional Information:

With the exception of AlphaDrive, documents in 3rd Party Document Integrations are stored within that specific integration. (ex. OneDrive Documents are stored in OneDrive). It is possible to store documents in Clio Documents as well as your 3rd Party Integration as they are separate entities. You would be required to upload desired documents to each location separately.

Also see: How to Document Integrations Work?

Answer:

Yes, you can use Clio Documents and a 3rd Party Document Integration or multiple 3rd Party Document Integrations at the same time. The only exception is AlphaDrive; you cannot use AlphaDrive and Clio Documents at the same time because with AlphaDrive, documents are stored in Clio.

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