Overview of The Client Portal
This office uses Clio Connect to manage matter files. Clio Connect allows our clients access to their files in a secure virtual portal where our they can actively participate and monitor their cases. With Clio Connect clients can:
Clio Connect’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.
- 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 Connect’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 Connect: 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 Connect. 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 Connect account will not be able to be created.
anyone else. Sharing the email with a different address will break the connection, and a Clio Connect account will not be able to be created.
Clio Connect: Link
You can always return to Clio Connect, even when no new resource has been shared, by logging in at app.clio.com for North American clients or eu.app.clio.com for European clients.
