Dropbox and Clio

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Dropbox is one of the world’s most popular document storage applications. With Dropbox, you can securely upload and share files with clients and co-counsel from anywhere.

Note: Only an administrator can set up this integration.

Set up Dropbox in Clio

When you set up the Dropbox integration in Clio, a Clio folder will be created in your Dropbox account. Client and matter subfolders will be contained within the Clio folder. 

Note: The initial sync between Clio and Dropbox can take up to 24 hours.
Important: Do not move or rename the Clio folder or any of its subfolders.
  1. Go to Settings > Documents > Document Sources.
  2. Click Configure Dropbox.
  3. Click Link Dropbox Account.
  4. Sign in to Dropbox and authorize the integration if you are prompted.
  5. Choose how you want your client matter folders to be created in Dropbox. You can create folders in Dropbox for your open matters, open and pending matter, or all matters.
  6. Click Save Changes when you are finished.

Uninstall Dropbox

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


Contact Dropbox support

For further inquiries about Dropbox, contact their support.


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