Client Portal FAQ

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

• Video: Clio Connect from the Client's Perspective

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