What is clio connect
Clio Connect is a secure web-based client portal, allowing members of our firm to easily share resources and collaborate with our clients through a secure web-based portal (extranet). Integration with the Clio Connect client portal allows us to easily and securely share documents with clients. Clio Connect puts an end to endless e-mail attachments by using the easy-to-use client portal. Clio employs state-of-the-art, bank-grade security to ensure your sensitive data stays safe and secure.
Once you sign up with us, you will receive an email from Clio with instructions for creating an account for use throughout our entire representation. For more guidance, please see Clio's overview of setting up your account and tips on how to use it to view documents, calendaring, and sending us messages, available here.