Share Documents

Prepare and send documents in Clio Grow

Once you have document templates uploaded into your Clio Grow account, you can prepare the document files and send them out to gather eSignatures. You can also continue to upload and share one-time PDFs rather than prepare document files from previously created document templates. Learn more about preparing and sending documents for signature here.

Share documents in Clio Manage

From Clio Manage, you can create new documents from templates or upload completed document files and folders directly into Clio Manage. Once the documents are prepared, you can share them with clients, co-counsel, and firm users, or send them for electronic signatures.

• Secure link: You can share documents with clients via a secure link, sent to the client's email. The client can then download the documents directly from Clio's secure server without creating a login. Use this method if you prefer not to require clients to use Clio for Clients or if you want them to access documents directly. Learn more about how to share documents via secure link in the instructions below.
• Direct link: You can share documents with other firm users by copying a link to a contact or matter folder, subfolder, or file. You can also paste a link directly into internal message threads using this method. The users must have the appropriate matter permissions to access the shared documents and resources. Learn more about secure messages here.
• Clio for Clients: Clio for Clients is a secure online portal for law firms and clients to communicate and share documents and other resources. You can use this portal to keep your clients up-to-date on their matters and view documents uploaded by your clients. Learn more about setting up the client portal here and more about sharing documents with clients here.
• Clio Connect: Clio Connect is a secure online portal for law firms and external solicitors to communicate and share resources. You can use this portal to work on matters with solicitors who are not users of your firm account. Learn more about setting up the portal here and more about sharing documents with external solicitors here.

Share documents with clients via secure email link

1. In Clio Manage, go to Documents and navigate to the file you want to share.
2. In the Actions column, click the arrow for the file, and then select Share > Share externally.
3. On the Share options tab, select Secure link.
4. Under Select contacts, add the contacts you want to share the document with.
5. Optional: Under Add a message, enter a note for the recipient.
6. Click Share.

Share documents via the client portal

You can share documents with your clients via the client portal.

1. In Clio Manage, go to Documents and navigate to the file you want to share.
2. In the Actions column, click the arrow for the file, and then select Share > Share externally.
3. On the Share options tab, select Client portal.
4. Under Select participants, add the users or contacts you want to share the document with.
5. Optional: Under Add a message, enter a note for the recipient.
6. Click Share.

Share documents via Clio for Co-Counsel

You can share documents with external attorneys or partners via Clio for Co-Counsel.

1. In Clio Manage, go to Documents and navigate to the file you want to share.
2. In the Actions column, click the arrow for the file, and then select Share > Share externally.
3. On the Share options tab, select Clio for Co-Counsel.
4. Under Select contacts, add the contacts you want to share the document with.
5. Optional: Under Add a message, enter a note for the recipient.
6. Optional: Clear Notify contacts via email after sharing if you do not want the contacts to receive an email.
7. Click Share.

Share documents with users via internal link

1. In Clio Manage, go to Documents and navigate to the file or folder you want to share.
2. In the Actions column, click the arrow for the file or folder, and then select Share > Copy internal link.
3. Paste the link to share it with users.

Manage document sharing

In Clio Manage, you can see how a document has been shared with parties and manage their access.

1. In Clio Manage, go to Documents and navigate to the file.
2. In the Actions column, click the arrow for the file, and then select Share > Share externally.
3. Select the Manage sharing tab. Each recipient is listed with their email address, the date and time the document was shared, and the method it was shared through.
4. To remove a recipient's access, click Stop sharing next to their name.
5. Click Close.

Resend documents and send reminders in Clio Grow

Once a document is sent for eSignatures, you can send an automatic reminder on a future date from the matter’s intake process page or send an immediate reminder from the Documents tab. You can also resend an expired document link by email using the immediate reminder method.