The 2020 Legal Trends Report is now available. Get the latest insights here.

Can I Sync Documents From Dropbox to Clio

Question:

  • Sync Documents Between Clio and Dropbox
  • Can I have my Dropbox documents in Clio?

Environment:

  • Clio Manage
  • Dropbox

Additional Information:

  • n/a

Answer:

No, you cannot sync Dropbox documents directly to Clio, however we do have a Dropbox integration.

The document integration acts as a portal from Clio to Dropbox. This will allow you to launch a Dropbox document to view, edit, and add comments while still in Clio Manage. 

Once the two are connected, a new "Clio" folder with Client and Matter subfolders will automatically be created in your Dropbox account. You may choose to move your documents from another Dropbox folder to the aforementioned Clio folders. 

For instructions on how to set up the Clio and Dropbox integration please see Dropbox: How to Use the Integration.

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