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Can I Share an Empty Folder with My Client That They Can Upload Documents into Using Clio for Clients?

Question:

  • Can I send my Customer an empty folder for them to upload files to using Clio for Clients?

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes. To do so follow the steps outlined below:

  1. Create or find the empty folder you would like to share in the matter's documents section
  2. Select Share to client portal
  3. If a Client portal does not yet exist for that matter then select the desired participants
  4. Add a message to accompany the folder - this would be a good time to inform the client that this folder can be used to upload documents to.
  5. Click share

 

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