Box and Clio

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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.

  1. Go to Settings > Documents > Document Sources.
  2. Click Configure Box.
  3. Select Link Box Account.
  4. Authorize Clio by signing in to your Box account.  


Uninstall Box

  1. Open the Start menu on your PC.
  2. Go to Settings > System > Apps & features.
  3. Select the app.
  4. Click Uninstall.


Find Box support

You can find more information about Box here.


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