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 to Share a Document to Multiple Contacts

Objective:

  • Can I share the same document with more than one person?
  • Can I Share Documents with Multiple Contacts
  • How do I share a Document with more than one Client

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • Documents can only be shared with Contacts that are in your Clio Account.  You are not able to type the persons email address in to the "Select Contacts" field. The Contact must be added. 

Answer:

Yes, you can share documents with multiple contacts in your account. To do this follow these steps:

  1. Go to the main Documents tab or the Documents sub-tab of the Matter or Contact
  2. Select the folder or document you wish to share by clicking the Share button
  3. Enter the names of the contacts, then select them.
  4. Click the Share button
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