Clio for Co-Counsel was formerly called Clio Connect. If you are looking for support articles on our enhanced client portal, Clio for Clients, access them
here.
How do I Upload a Folder or File to my Clio Connect Account?
Objective:
- Upload Folder in Clio Connect
- Upload File in Clio Connect
- Upload Documents in Clio Connect
- How to upload files in Clio Connect as Client or Co-Counsel
- How to upload files into Clio Connect for my attorney
Environment:
Additional Information:
Procedure:
- Log into your 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
