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Is There a Way to Sync Previously Shared Documents via Clio for Co-Counsel / Clio Connect With the Client Portal?

Objective:

  • Would like to start using the Client Portal but have previously shared documents via Clio for Co-Counsel / Clio Connect and would like to transfer those to the Client Portal
  • Transfer documents between Clio for Co-Counsel / Clio Connect and the Client Portal

Environment:

  • Clio Manage
  • Clio for Co-Counsel
  • Clio Connect
  • Clio for Clients

Answer:

There is no way to sync or transfer files from Clio for Co-Counsel / Clio Connect to the Client Portal. The best way would be to simply reshare these documents to the Client Portal.

If you would like to add your vote to this Feature Request, please contact Clio Support: How Do I Contact Clio Support?

 

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