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How Do I Upload Documents to a Specific Folder in Clio Connect?

Objective:

  • Share folders with an attorney in a specific location
  • Send documents to my lawyer in a certain file folder

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click here to log into Clio Connect
  2. Click on Documents in the black bar
  3. Click into the Folder name that was shared with you (this will upload the files to the correct location)
  4. Click the blue New button
  5. Choose to upload a file or folder
  6. Select the resource that you want to share with your lawyer
  7. Click Upload Documents

 

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