How to Share Documents and Folders

Question 1

Law firms are able to share individual documents and entire folders with external contacts. As long as the document is saved to Clio’s document storage (not a document integration) and the contact is recorded in you Clio account with a valid email address, you’ll be able to share documents and files

Answer 1

There are 2 ways to do this:

1. Via Clio Connect
2. Via email link

You’ll be prompted to select the contact you want to share the document with and be able to select one of the 2 sharing methods we listed earlier. Let’s learn what the differences are

Question 2

Via Clio Connect

Answer 2

Clio Connect is a free client (and co-counsel) portal that allows contacts and clients of law firms to access items that have been shared with them. You can share documents and folders with contacts and those contacts will be prompted to create a Clio Connect account. They must log into the portal to access documents you’ve shared with them

Since the Clio Connect portal shares the same security as Clio Manage, you can trust that anything held within the portal is secure, until the contact downloads and saves a copy of the document(s) locally

*Clio Connect can be used for more than sharing documents. You can learn more about the Clio Connect portal in our Clio Connect course or via our Help Center

Question 3

Via Email Link

Answer 3

With the email link option, an email notification will be sent to the contact you are sharing the document with that includes a link to download the file. to view the file, the contact must have the appropriate software installed on their computer to pen the file. For example, they will need Microsoft Word or Pages to pen any Word documents that you share

Sharing links will expire after 7 days

Note that folders cannot be shared via email

Question 4

Unsharing

Answer 4

With either type of share (Clio Connect or email link), you are able to unshare items. That being said, once your contact has downloaded a copy of the file or document, it will be in their possession. Unsharing will only remove it from Clio Connect portal or expire the email link early

Unsharing can be done by clicking on the “Share” option in the Action menu. The option to Stop sharing will appear in the window, alongside the name and email address of the contact the item is shared with