Getting Started with Clio Connect for Our Clients
The following articles provide an overview of Clio Connect from the point of view of your Contacts.
Videos
Articles
- I Cannot Reset the Password For My Clio Connect Account
- Overview of Clio Connect for Contacts and Clients
- Creating a Clio Connect Account
- Updating Personal Information in Clio Connect
- Adjusting Clio Connect Notification Settings
Working with Shared Resources
The following articles provide detailed instructions for our contacts, clients and co-counsel on how to work with shared resources in Clio Connect.
Articles
- Working with Matters in Clio Connect
- Working with Calendars in Clio Connect
- Working with Tasks in Clio Connect
- Working with Documents in Clio Connect
- Working with Bills in Clio Connect
- Working with Secure Messages in Clio Connect
- Switching Between Clio Connect Accounts when Working with Multiple Firms
- Co-Counsels - How to Record Time to Shared Matters