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How Do I Upload a Folder or File to My Clio for Co-Counsel Account?

Objective:

  • Upload Folder in Clio for Co-Counsel 
  • Upload File in Clio for Co-Counsel 
  • Upload Documents in Clio for Co-Counsel 
  • How to upload files in Clio for Co-Counsel
  • How to upload files into Clio for Co-Counsel for my attorney

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Log into your Clio for Co-Counsel Account
  2. Click Documents on the black bar
  3. (Optional) Select Folder to upload to if directed by Attorney
  4. Click the NEW button on the right of the screen
  5. Select either File Upload or Folder Upload
  6. Select the required File or Folder
  7. Rename Folder if needed
  8. Click Upload DocumentsClio_connect_HGow_to_upload_docs.png

 

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