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How Can I See What Documents I Have Shared with a Client via Clio for Clients?

Objective:

  • How Can I See What Documents I Have Shared with a Client via Clio for Clients?
  • Review documents shared with a client
  • Review folders shared with a client

Environment:

  • Clio Manage

Additional Information:

  • A client portal must be created for a matter in order for a client to share a document or message via Clio for Clients.

Procedure:

Documents and folders shared via Clio for Clients can be located in 2 ways:

Folder or document shared via Clio for Clients after October 21, 2021:

  1. Open the matter
  2. Navigate to the client portal
  3. Click on the Shared resources tab
    • If you would like to unshare a document or folder, click on the actions dropdown arrow and click Stop sharing.

Folder or document shared via Clio for Clients before October 21, 2021:

  1. Open the matter
  2. Click the Documents tab
  3. Look for documents and folders in the list that say Shared next to them. 
    • If you would like to unshare a document or folder, click on the actions dropdown arrow and click Share to open the sharing details, then click Stop sharing.
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