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Can I Bulk Share Documents via Clio for Clients?

Question:

  • Can I share multiple documents in bulk via Clio for Clients? 
  • Can I share multiple documents in bulk via the Client Portal?
  • Share multiple documents at same time via the Clio for Clients

Environment:

  • Clio Manage
  • Clio for Clients

Additional Information:

Answer:

To share Documents in bulk via Clio for Clients, you can put all of the Documents into a single folder and share that folder. At this time you cannot bulk share multiple individual files. 

If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.

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