Collect eCheck and card payments directly through Clio. Find out how.

Can I Create a Clio for Clients Portal Without a Matter?

Objective:

  • Create a client portal for a contact without having to assign it to a specific matter
  • We have over 100 matters, so it would be too cumbersome to create a portal for each matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at the moment. Client Portals are matter-based and require that a matter be created before anything can be shared.

If you would like to vote for this feature, please email support@clio.com.

 

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