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What Will My Client See if I Share a Document or Folder From Clio Documents to Clio for Clients?

Objective:

  • Why can’t my Clients send me Documents and messages via Clio for Clients?
  • My Client cannot send Documents or messages in Clio for Clients
  • Sharing Documents from Clio Documents to Clio for Clients

Environment:

  • Clio for Clients

Additional Information:

Answer:

The client will receive a notification that a document or folder has been shared with them and will provide a link for them to access Clio for Clients via the web or the mobile app depending on the device.

Once accessed, they will be able to see which new documents/folders have been shared and will be able to message you in return as well as upload documents of their own.

 

 

 

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