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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:

  • Clio Manage

Additional Information:

Procedure:

  1. Log into your 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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