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:
- 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