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Is There a Way for a Client to Upload a File Directly to Their Matter in Clio Grow?

Objective:

  • Upload Document directly to Matter 
  • Customer attach file to Matter
  • Can customers upload files in Grow
  • Is there a client portal for customers to upload files in Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

While there isn't yet a portal for clients to upload files to Clio Grow like Clio Connect, they can still do so via file attachments in Intake Forms. Please see this article to learn how to do so. When the form is submitted by the client, the file(s) will automatically be pulled out of the form and stored in the Matter’s Files tab under “File Uploads.”

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