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Cloud Storage Document Integration Applications

Clio understands that our customers want to manage and interact with their documents more easily. This is why Clio offers Clio Drive, a virtual file management drive that syncs between your computer and Clio Manage. You can also use third-party integrations to collaborate on Clio Manage documents and store them in the cloud.

Questions about Clio Drive or any other third-party integration applications? Contact Clio Support.


Clio Drive

Clio Drive gives you the benefit of creating, accessing, and collaborating on files right from your desktop. Clio Drive is available for both Mac and PC/Windows computers. With Clio Drive you can:

    • Find, access, and edit files and folders right from your desktop.
    • Get unlimited document storage that is always backed up.
    • Collaborate across your firm to add and edit files to avoid duplication and overwrites.
    • Improve file organization and document accuracy across your firm.
    • Increase efficiency in creating and editing files when document changes are mirrored in Clio Manage.
    • Drag and drop documents and bulk upload documents into Clio Drive right from the Clio desktop app. 

Did you know? Clio and Clio Drive are HIPAA compliant. Clio has successfully completed an internal HIPAA attestation examination, which means that we now help customers fulfill their electronic protected health information (ePHI) obligations as we store and process data in a manner consistent with HIPAA standards. If your law firm is required to be HIPAA compliant, we can enter into a business associate agreement (BAA) with your organization to help you better support your clients while protecting any ePHI data you possess. To learn more about Clio and HIPAA, take a look at this article.

Third Party Integrations

If you would prefer to use a third-party document integration application, Clio Manage integrates with the following applications:

Google Drive

Google Drive allows users to create new documents in the Google Drive subtab of Clio Manage and edit documents online, which means you don't need to download them first. You can also drag and drop documents in the appropriate Google Drive folder and upload documents in Clio. Access your files in your Google Drive account and under the Google Drive subtab in your Clio Manage account. Additionally, Google Drive is HIPAA compliant, which is important for firms that store medical documents. Learn more about the Google Drive integration with Clio by visiting these resources.

Note: You will only have access to documents uploaded in the "Clio" folder in Google Drive. Additionally, Google Drive does not combine existing documents in your Clio account, which means that documents previously stored in the Clio subtab of your Clio Manage account will continue to be stored in this subtab and will remain separate from the Google Drive subtab.

OneDrive

OneDrive allows users to share documents in folders with firm members and edit documents online, which means you don't need to download them first. You can also drag and drop documents in the appropriate OneDrive folder and upload documents in Clio. Access your files in your OneDrive account and under the OneDrive subtab in your Clio Manage account. Learn more about the OneDrive integration with Clio by taking a look these resources.

Note: You must be logged in to your OneDrive account in another tab of the same browser to download or view a file from the OneDrive subtab in your Clio Manage account.

Box

Box allows users the ability to create and use subfolders and organize documents. With Box you can upload documents in your Box account and under the Box subtab in your Clio Manage account. Additionally, Box is HIPAA compliant, which is important for firms that store medical records. Learn more about the Box integration with Clio by taking a look these resources.

Note: Existing documents already in Clio will not automatically copy over to your Box account or the Box subtab in your Clio Manage account. You will need to download each document individually to your computer and then re-upload to the Box subtab in Clio Manage.

Dropbox

Dropbox allows users to drag and drop documents in the appropriate Dropbox folder. You can access files in your Dropbox account and under the Dropbox subtab in your Clio Manage account. Additionally, Dropbox is HIPAA compliant, which is important for firms that store medical records. Learn more about the Dropbox integration with Clio by taking a look at these resources.

Note: You will only have access to documents uploaded in the "Clio" folder in Dropbox. Additionally, Dropbox does not combine any existing documents in your Clio account, which means that documents previously stored in the Clio subtab of your Clio Manage account will continue to be stored in this subtab and will remain separate from the Dropbox subtab.

NetDocuments

NetDocuments offers users two methods for organizing documents—folder view or workspace view. You can also drag and drop documents in the appropriate NetDocuments folder and upload documents in Clio. Access your files in your NetDocuments account and under the NetDocuments subtab in your Clio Manage account. Learn more about the NetDocuments integration with Clio by visiting these resources.

Note: Existing documents in NetDocuments will not automatically move into Clio. You will need to move them manually. Additionally, after setting up the integration, you will need to individually link each Contact and Matter once in the NetDocuments subtab in Clio Manage.

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