Create and Upload Document Files and Folders

In Clio Manage, you can create document files and folders directly in Clio and add time entries to capture billable time. You can also upload normal files and folders and create document categories for document organization in Clio Manage. After generating documents from templates, you can send them out for eSignature and view uploaded and sent documents.

Create documents from templates

You can quickly generate new documents in Clio Manage by using a previously created document template. Clio automatically fills in the template's merge fields with specific client and matter data. After creation, you can send documents for eSignatures, or share them with clients using Clio for Clients, and external attorneys using Clio for Co-Counsel.

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Click + New and then select Create a new document from template.
3. Fill in the fields in the modal.
   • Select a previously created document template.
   • Select a matter.
   • Enter a file name for your new document.
   • Select whether you want to create a PDF document, a Word document, or both. The format options available to you depend on the format of your selected document template.

   • If this is a Personal Injury matter and your matter has information related to damages, medical records, and/or settlements, you will have the option to select the relevant contact for applicable merge fields. Selecting the correct contact ensures that correct information for that contact is added to the relevant merge field in the document.

     Note: If a contact is not selected, all contacts will be added in the single merge field.

4. Click Create. Clio will generate the document and populate any merge fields with the specific contact and matter's information.
5. Find the saved document in the location you selected.

Once the document is created, you can change any document details.

Upload document files

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Click + New, select Upload files, and then select the file(s) that you want to upload.
   • You can also drag and drop your files directly into the documents table.
3. Add information about your file.
   • Add the date that you received the documents.
   • You have the option to change the file name and choose a document category.
4. Click Upload.

Once the document is uploaded, you can change any document details.

Create or upload new document folders

In Clio Manage, you can create new document folders or upload folders directly into Clio Manage. Once the folders are added, you can share them with clients using Clio for Clients and share them with external attorneys using Clio for Co-Counsel.

Create document folders

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Click + New and then select Create a new folder.
3. Enter the Folder Name.
4. Optional: Select the folder's category.
5. Click Create folder.

Once the folder is created, you can change any folder details.

Upload document folders

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Click + New, select Upload a folder, and then select the folder that you want to upload.
   • You can also drag and drop your folder directly into the documents table.
3. Optional: Select a matter, received date, and document category.
4. Click Upload.