Collect eCheck and card payments directly through Clio.
Find out how.
Clio for Clients is our enhanced client portal. If you are looking for support articles on the previous portal, Clio Connect, access them here. For support articles on co-counsel collaboration, click here.
How to Create a Client Portal to Send Messages to Clio for Clients?
How do I create a client portal?
How do I send my Clients messages via Clio for Clients
Navigate to Communications
Click New client portal
Select a matter
You and the client will automatically populate as participants. You can add or remove participants under Select participants. Once the client portal is created you will be able to add additional participants if needed by navigating to the client portal and clicking Add next to Participants.