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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.

Does Clio Have an Instructional Pamphlet on Clio Connect That I Can Send to Clients?

April 30, 2021 17:41

Objective:

Do you have an updated Client Guidebook that explains how to use Clio Connect?
Where can I get a Manual explaining to Clients how to use Clio Connect?

Environment:

Clio Manage
Clio Connect

Additional Information:

n/a

Answer:

While we don't have any PDF or printout pamphlets, our Overview of Clio Connect for Contacts and Clients page serves as a directory to a number of articles detailing how Clients can use Clio Connect.