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 or contacts 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.
Clio Connect is a secure portal through which clients can access specific documents or bills (or invoices) 24/7 that we have chosen to share with them in addition to a secure messaging feature. With especially large documents, this allows us to share them without sending multiple e-mails. This grants clients and contacts the latitude to review and contribute to relevant matter developments, and helps to mitigate associated inefficiencies related to time consuming communications.
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.