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Can I Pick Which Client/Matter Folders Get Synced to Clio Drive?

Objective:

  • Can I Pick Which Client/Matter Folders Get Synced to Clio Drive?
  • Can I only sync open matters to Clio Drive?

Environment:

  • Clio Manage
  • Clio Desktop App

Additional Information:

  • N/A

Answer:

No, not as of right now. Once Clio Drive is enabled, all client/matter folders from Clio Manage will be synced to Clio Drive regardless of the status of the client/matter.

If you would like to add your vote to this Feature Request, please contact us either through email(support@clio.com), the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

 

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