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.
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:
Additional Information:
Procedure:
- Click here to log into Clio Connect
- Click on Documents in the black bar
- Click into the Folder name that was shared with you (this will upload the files to the correct location)
- Click the blue New button
- Choose to upload a file or folder
- Select the File that you want to share with your lawyer
- Click Upload Documents
