Introduction to Document Integrations

Question 1

When one of our partner document storage applications is connected to Clio, Clio automatically creates a master folder, named “Clio,” at the root, or topmost folder, of that application

Answer 1

Clio will then populate that folder with folders for each Clio Contact that has a Matter. Within each Contact folder, Clio will also create folders for each Matter where that Contact is a client. It’s very much the same format we see in Clio’s Documents

Question 2

For a document to be visible in both Clio and the connected document storage application, it must be saved in on of these Contact or Matter folders, or under the main Clio folder in the integration

Answer 2

Please note that connecting an integration “does not copy” files and folder contents from each respective application. Clio will initiate a folder structure as described previously, but those folders will be empty. In other words, connecting a document integration is not a back up or copy of your files

Question 3

While the contents of the topmost Clio folder that is created in the document application is visible through Clio, the storage of the folders and files themselves remain in the document application. Clio is only able to see the contents. You can think of it as Clio having a window to see into the storage of that document application

Answer 3

Applications

1. Google Drive
2. Dropbox
3. OneDrive or Office 365 for business or enterprise
4. NetDocuments
5. Box

Question 4

Clio Documents vs. Document Integration

Answer 4

Why would a Clio account want to keep their documents in one of the 3rd party integration apps instead of just adding them to Clio’s Documents feature?

By saving a document or file in a 3rd party storage application, users can take advantage of the features available to that application in addition to the benefits of keeping files connected to the appropriate matters in Clio. However, you may need to pay subscription fees to the third party

Question 5

Whether a firm chooses to store their files directly in Clio or in one of the supported Document Integrations (and which one) depends on their individual needs

Answer 5

Google Drive and OneDrive are useful for firms that want to be able to edit their documents in the cloud, and Dropbox has a particularly useful mobile app. NetDocuments, which we did not cover here, offers a more collaborative document workspace for larger firms with more complex organizational needs. These applications may have a subscription cost associated so that is something to consider when making your decision.