Navigating Clio Documents

Question 1

Navigating documents

Answer 1

Clio’s document structure is such that each Contact in the account will have a document folder, broken down further with subfolders for each Matter (if the contact is a client). Clicking on a folder will then show you the contents of the folder, and whether they contain subfolders or files. You are able to create your own subfolders within this structure as it suits you

Question 2

Documents can be accessed from:

Answer 2

1. The main Documents page (displays the Contact folders)
2. Within a Contact in the Documents tab
3. Within a Matter in the Documents tab

Question 3

On the main Document page, you’ll see tabs at the top of the screen at the for “Documents,” as well as any document integrations (only if they have been connected to the account)

Answer 3

Access to update document categories or upload templates for document automation can be done through the Categories and templates button on the right side of the screen

Templates are used with the Document Automation feature which you can learn more about later in this course

Question 4

You have options to create your own folders and subfolders within any client or matter folders you choose, providing you the flexibility to set up a structure appropriate for the workflow of your firm

Answer 4

By default, files will be organized into folders where specified. To view all files within the current folder and all child folders, click “Files only”