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Can I Bulk Share Documents?

Question:

  • Can I bulk share multiple documents at the same time?
  • Can I bulk share multiple documents at the same time via Clio for Clients?
  • Can I bulk share multiple documents at the same time via Clio Connect?
  • Can I bulk share multiple documents at the same time via Clio for Co-Counsel? 
  • How do I bulk share documents? 

Environment:

  • Clio Manage
  • Clio for Clients
  • Clio for Co-Counsel (North America) / Clio Connect (EMEA)

Additional Information:

Answer:

To share Documents in bulk, you can put all of the Documents into a single folder and share that folder. However, at this time you cannot bulk share multiple individual files. 

If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

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