Clio for Clients is a secure online portal designed for law firms and clients to communicate and share documents. Law firms can send messages, share document files and folders, and add time entries from Clio Manage web app, and send messages from the Clio mobile app. Clients can scan and share documents, access case details in a central spot, and chat securely with anyone at the firm using the Clio for Clients mobile app or a web browser.
Tip: You can choose the types of email and in-app notifications you receive for Clio for Clients in your Clio Manage notification settings.
Create client portals
You can create one client portal per matter from the main Communications tab in Clio Manage or from the Communications subtab of a matter.
- Go to Communications.
- Click the New dropdown and select New client portal.
- Select the matter.
- Your name and the names of the matter's clients will be added by default. You can add or remove other contacts to this field.
- Click Create client portal.
Tip: While in the client portal, click Print messages to download a PDF that contains a record of all your correspondence on the matter in the client portal.
Add/remove portal participants
When you create a client portal for a matter, you and the matter's clients are automatically added as participants. After you create your portal you can add additional participants, such as other firm members or other contacts who may be related to the matter, or remove previously added participants.
Important: Participants will have access to all messages and documents shared within the client portal. If you remove a participant and then re-add them, they will still have access to previously shared messages and resources, including those sent in their absence.
- Find and open a client portal. You can open a client portal using any of the following options.
- From a matter, select the Communications subtab and click Go to client portal.
- From a matter, select the Communications subtab, then select the Client portals subtab at the top of the table and click View.
- Select the main Communications tab from the left navigation panel, then find a select the relevant portal. You can use the filter (funnel) icon to narrow your list to make it easier to find a client portal.
- Click the link on [X] participants to open the Participants panel.
- Add or remove participants.
- To add participants, click Add, find and select your participants, and click Add once more.
- To remove participants, click the - next to the participant's name and then click Remove to confirm.
Log time for client portal correspondence
After you use the portal to draft messages or share documents with your client(s), you can quickly create a time entry for your correspondence activities without leaving the portal.
- While in a client portal, click the clock (add time entry) icon.
- In the modal, fill or update the time entry details.
- Click Save entry.