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

In Clio Manage, you can create new documents from previously created document templates or upload completed document files and folders directly into Clio Manage. Once the documents are prepared, you can send them for eSignatures, share them with clients using Clio for Clients, and share them with external solicitors using Clio Connect.

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. Select a previously created template and name the new document file that you will create.
4. Select whether you want to create a PDF document, a Word document, or both. The selections depend on the file type of your document template.
5. Click Create. Clio will populate the merge fields with the specific contact and matter’s information.
6. Find the saved document in the main Documents tab or the Documents subtab for the contact or matter.

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 onto the Documents page.
3. Now you can change the file name and optionally select a matter, the received date, and a document category.
4. Click Upload.

Create 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 solicitors using Clio Connect.

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.

Upload 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 solicitors using Clio Connect.

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 onto the Documents page.
3. Optional: Select a matter, received date, and a document category.
4. Click Upload.

Add time to documents 

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Find the document in the table. You may need to click into folders.
3. Click Columns and check that the Recorded time column is selected.
4. Click Add time under the Recorded time column.
5. Complete the time entry details and then click Save entry.