Overview of The Case Portal
This office uses Clio for Clients to manage case files. Clio for Clients allows our clients access to their files in a secure virtual portal where our they can actively participate and monitor their cases. This is an optional feature. All documents are also emailed should clients prefer not to set up an account.
With Clio Connect clients can:
Clio for Clients’s bank-grade security technology is a safe way for clients to stay actively involved with their matters, and it creates a more efficient LDA-Client relationship.
With Clio Connect clients can:
- View documents and your court filings
- Collaborate and comment on drafts of your documents
- Upload documents
- View and complete tasks your attorney has assigned to you
- View upcoming court dates and meetings
- Access and securely pay your invoices
- Send/Receive secure messages without email
Clio for Clients’s bank-grade security technology is a safe way for clients to stay actively involved with their matters, and it creates a more efficient LDA-Client relationship.
Clio for Clients: The Client Perspective
You'll be prompted to set up a username and password when first accessing your matter. You will receive an email every time our office shares something with you via Clio for Clients. It is not recommended that this email be shared with
anyone else. Sharing the email with a different address will break the connection, and a Clio for Clients account will not be able to be created.
anyone else. Sharing the email with a different address will break the connection, and a Clio for Clients account will not be able to be created.
Clio for Clients: Link
You can always return to Clio Connect, even when no new resource has been shared, by logging in at clients.clio.com/login.
Need help Signing in or Accessing your Matter?
Clio Technical Support can walk you through the process and explain step-by-step how to access your matter.
Call - North America
Monday 12:00 a.m - Friday 11:59 p.m. PST.
(888) 858-2546 (toll-free)
(604) 210-2944
Email
Sent technical support requests to support@clio.com for non-urgent matters. Clio typically responds within 24 hours or 1 business day
Call - North America
Monday 12:00 a.m - Friday 11:59 p.m. PST.
(888) 858-2546 (toll-free)
(604) 210-2944
Sent technical support requests to support@clio.com for non-urgent matters. Clio typically responds within 24 hours or 1 business day
