Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How to Create a New Document in Clio Drive (PC Specific)

Objective:

  • How to create a new document with Clio Drive

Environment:

  • PC
  • Clio desktop app
  • Clio Manage
  • File Explorer

Additional Information:

  • n/a

Procedure:

  1. Open File Explorer
  2. Click Clio Drive
  3. Choose the Contact or Matter folder you want to create the document in
  4. Right Click to choose New > then the file type of document - Word doc, PDF, etc.
    • You may also click New Item in the menu new_item_drive.png
  5. Name the document and then open it
  6. Enter your document content
  7. Save the document 
  8. Navigate to Clio Manage 
  9. The new document will be located in the Client or Matter folder that was chosen in step 3

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality