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Is it Possible to Upload/Move Clio Documents to an Outside Resource from within Clio?

Objective:

  • Directly upload documents from Clio to a probate court website 

Environment:

  • Clio Manage

Additional Information:

Answer:

Currently, this is not a feature in Clio. If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know.

In the meantime, it is necessary to download the documents from Clio to your device in order to upload them to an outside resource.

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