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Can I Share a Google Drive Link With My Lawyer in Clio Connect?

Question:

  • How do I send my Attorney Google Drive links using Clio Connect?
  • Am I able to send my Lawyer links from a 3rd party Document Storage software in Clio Connect?
  • OneDrive
  • Box
  • Dropbox
  • netdocuments

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • n/a

Answer:

Yes you can, by copy-pasting the link into the body of a Secure Message in the Communications tab within Clio Connect.

The link, however, will not be a clickable link for your Lawyer and can be copy-pasted into their web browser for them to view it.

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