How To Install the Clio Desktop App and Set Up Clio Drive for Windows
Question:
- How do I begin to use Clio Drive + Clio Launcher + ScanSnap Integration
Environment:
- PC
- Clio Manage
- Clio desktop app
Additional Information:
- Allow any Windows prompts for your Firewall - if you do not, Drive will not fully download
Installing Clio desktop app
| Tip: Click this link to go directly to your Documents page |
- Log in to Clio Manage
- Click Documents
- Click Desktop access in the top right hand corner
- Choose your region associated with your account
- Enter your Clio Manage credentials
- Click Allow Access
- You will now see a Clio icon in your Task bar under the ^
Setting up Clio Drive
- Open the Clio desktop app
- Click Drive
- Toggle on Drive
- Check that the status is connected
- Select your preferred Drive letter
- Click Update drive letter
- Locate Clio Drive on your file explorer
- You will be able to see your contact folder in alphabetical order
- Inside contact folder there will be sub-folders for matters
