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What is the Difference Between Share to Client Portal and Share with Contacts When Sharing a Document with a Client?

Question:

  • Which option should I choose: Share to client portal or Share with contacts?

Environment:

    • Clio Manage

Additional Information:

  • n/a

Answer:

Share to client portal:

  • Multiple access points - allows for sharing of a document through the Clio for Clients portal site at clients.clio.com and your clients can access the document through the Clio for Clients application on their mobile devices
  • Sign up - does not require customers to sign up for an account

Share with contacts:

  • Single access point - a client or a Co-Counsel can access their documents/messages through app.clio.com only
  • Sign up - prompts clients to sign up for a free Clio for Co-Counsel account where they can access their messages/documents/matters or use the Email with a secure link option, which allows clients to receive an email notification with a secure link to download a document.
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