What Happens When a Client Uploads a Document in Clio Connect?

Objective:

  • My Client uploaded a file in Clio, where can I find it
  • I added a document for my lawyer to see, but they say it's not in the folder
  • My client uploaded a document outside our shared folder, where is it now?

Environment:

  • Clio Web App

Additional Information:

If the file was uploaded into a Shared Folder, the document will be within this Folder. 

To find the document, please see here.

Answer:

If a Document is uploaded by a Client outside a Shared Folder, the Document will appear under the Client Folder. 

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