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:
- Log into your Clio for Co-Counsel / Clio Connect Account
- Click Documents on the black bar
- (Optional) Select Folder to upload to if directed by Attorney
- Click the NEW button on the right of the screen
- Select either File Upload or Folder Upload
- Select the required File or Folder
- Rename Folder if needed
- Click Upload Documents