Box is a secure, cloud-based document management application that easily integrates with Clio. Box balances ease-of-use with a high level of security, which allows legal professionals to manage firm documents on the go.
Note: Clio does not support integrations with shared drives or business accounts.
Set up Box in Clio
When you set up Clio's integration with Box, Clio will automatically create a folder in the root directory of your Box account that contains subfolders for each of your clients and matters. The root folder cannot be moved or renamed.
Important: If you rename a contact or matter folder in Box, Clio Manage will assume the folder in Box is missing and recreate the folder and all of its contents.
Note: Your firm can only connect one account, and only administrators can connect and authenticate this account.
- Go to Settings > Documents > Document Sources.
- Click Configure Box.
- Select Link Box Account.
- Authorize Clio by signing in to your Box account.
Uninstall Box
- Open the Start menu on your PC.
- Go to Settings > System > Apps & features.
- Select the app.
- Click Uninstall.
- Open Finder on your mac.
- Go to Applications.
- Drag the app to the Trash or right click the app and select Move to Trash.
- Go to Trash and click Empty.
- Click Empty Trash to confirm.
Find Box support
You can find more information about Box here.