Collect eCheck and card payments directly through Clio. Find out how.

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

How Can I See All Resources Shared via Clio Connect?

Objective:

  • Is there a way to see what has been shared via Clio Connect?
  • Can I report against Clio Connect?

Environment:

  • Clio Manage

Additional Information:

To learn more about viewing resources you've shared via Clio Connect, visit this link.

Answer:

To view what has been shared via Clio Connect, follow these steps:

  1. Go to Settings
  2. Click on Clio Connect & Sharing
  3. Select the Shared Clio Connect Resources tab
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality