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How to Upload a Document/Folder into Clio for Co-Counsel / Clio Connect

Objective:

  • Add document to Clio for Co-Counsel / Clio Connect

Environment:

  • Clio for Co-Counsel
  • Clio Connect

Procedure:

  1. Click the Documents tab at the top
  2. Click on the folder that was shared with you
  3. Click New on the right
  4. Choose File upload or Folder upload
  5. Choose the document to upload
  6. Click Open
  7. Click Upload Documents
  8. Refresh the page

 

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