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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
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Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

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

September 19, 2022 19:13

Objective:

My Client uploaded a file in Clio Connect, 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 Manage

Additional Information:

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

For more information on how to locate the Document in Clio Connect, please click here.

Answer:

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