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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.

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

Objective:

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

Environment:

  • Clio Manage
  • Clio for Co-Counsel
  • Clio Connect

Additional Information:

Procedure:

  1. Log into your Clio for Co-Counsel / Clio Connect 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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