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Can Multiple Client Portals be Created From a Matter?

Question:

  • Can Multiple Client Portals be Created From a Matter?
  • Is it Possible to have more than one Client Portal from a Single Matter?

Environment:

  • Clio Manage
  • Clio for Clients

Additional Information:

  • n/a

Answer:

No. Currently, Clio Manage only supports one Client Portal per matter. Participants can be added or removed from the Client Portal to control which clients/contacts have access to the portal. If you would like to request to allow multiple client portals to be created from a matter, please let our Support team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

 

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