In Clio for Clients, you can follow your case, message your law firm, complete the tasks your law firm assigns you, share documents, and pay bills. Each part of the portal keeps one kind of work together, so you can find what your law firm needs from you quickly. Some features, such as tasks and case progress, are part of your portal when enabled by your law firm.
Follow case progress
When your law firm shares case stages, the Where you're at card on Home follows your case. Depending on your law firm's setup, the card lists every stage, completed, current, and upcoming, or only your current stage. Each stage has its name and, where your law firm adds one, a description of what happens during that stage. When your case moves from one shared stage to another, an email arrives with a View your case in the portal button.
- Web browser: On Home, the Where you're at card lists your stages with the date each one started. Select a stage to open its details, such as Stage 4 of 5. The current stage counts the days so far, and completed stages show their date range. To expand a long description, click Read more.
- Mobile app: On Home, swipe through the stage cards. Each card carries a status of In progress, Pending, or Completed. Tap Read more to open the stage details, then tap Previous or Next to move between stages.
Message your law firm
Your Clio for Clients portal has one conversation with your law firm for each case, in Messages. Everyone on the case shares the conversation. Documents, bills, and events your law firm shares also post there, along with any tasks assigned to you.
- Click Messages.
- Type your message.
- Optional: To attach documents, click the paperclip icon below the message box, then select one or more files.
- Click the arrow icon to send the message.
- Tap Messages.
- Type your message.
- Optional: To attach files, tap the plus icon below the message box, then select Scan document, Take photo, Browse photos, or Browse files.
- Tap the arrow icon to send the message.
Complete tasks
When your law firm assigns you a task, an email arrives with the matter number and description, the task description when there is one, and a View tasks in the portal button. The person at your law firm who assigned the task receives an email when the task is complete. The Outstanding tab lists your tasks to do. The Completed tab lists the tasks you finished, including tasks your law firm is reviewing.
- Open Tasks.
- On the Outstanding tab, click or tap the task to read its details and open any attachments your law firm added.
- Click or tap Mark as complete, or select the checkbox next to the task in the list. The task completes right away, and a Task completed message offers Undo.
- To reopen a task, open the Completed tab and click or tap Mark as not complete on the task, or select its checkbox again. The task moves back to Outstanding.
Tip: Your next three tasks are also on Home in the Tasks due soon card. When your law firm turns on task attachments, a task has an Attach files option for the documents it asks for. To ask your law firm a question about a task, use Messages.
Share and open documents
Documents lists the files your law firm shares with you and the files you upload. Documents you share go to everyone on the case. You can share up to 20 files at a time, and each file can be up to 5 GB. To open a document, click it. To download it, click the download icon in the Actions column.
Tip: Add a message to give your law firm context about your upload, such as what each document is and why you are sending it.
- Click Documents.
- Click Share documents.
- Optional: In Message, add a note that explains the documents.
- Drag files into Upload documents, or click browse and select one or more files.
- Click Share.
- Tap Docs, then tap the plus icon.
- Optional: In Message, add a note that explains the documents.
- Tap Tap to add files, then select one or more files or photos.
- Tap Share.
View events and bills
Calendar events and bills your law firm shares in the portal also post in Messages. Events are on the Events page, and bills and trust requests are on the Bills page.
View calendar events
When you are an invited attendee, the event email has a View event in secure portal button. When your law firm stops sharing an event, its message reads "This event is no longer shared with you," and the event leaves Events.
- Click Events.
- Select a tab.
- My events: Shared events you are invited to that end today or later.
- Case events: Every shared event on your case that ends today or later, including the events under My events.
- Past events: Shared events that started before today.
- Click or tap the event to open the date, time, location, guests, and description.
View bills
The Bills page lists the bills and trust requests your law firm shares with you. Unpaid bills are on the Unpaid tab, and paid bills are on the Paid tab. In the mobile app, on Home, tap the Balance due card, or tap Pay bills.
When your law firm uses Clio Payments and sets up a bill for online payment, click Pay bill next to the bill. For a trust request, click Pay trust. In the bill email, click Pay online now to pay right away, or click View all bills in secure portal to open the bill in Messages. Learn how to complete a payment in Pay Bills and Trust Requests Online.
Tip: When your law firm attaches expense receipts to a bill, click Expense receipts to download all of them in one ZIP file.
Up next
- Get Started With Clio for Clients: Sign in, find your way around, and set your preferences.
- Pay Bills and Trust Requests Online: Complete a payment for a bill or trust request through Clio Payments.