Clio Work Standalone

If you use Clio Work independently of Clio Manage, you can add matters, manage contacts, and handle your documents directly within the Clio Work platform. Adding these details and uploading matter-specific documents helps provide the necessary context for your work that is usually available from Clio Manage.

If you're new to Clio Work, the Get Started section covers the basics of setting up your workspace. Once you're up and running, Core Workflows walks through the key tasks you'll use day to day, including how to interact with and prompt Clio Work effectively. You can also explore the Clio Library for additional resources. Note that while these resources apply to Clio Work broadly, some steps or options may look slightly different depending on whether you're using Clio Work with or without Clio Manage.

Create and edit a matter

1. In Clio Work, click Matters.
2. Click New matter.
3. Fill in the relevant details. You can add matter details, set matter permissions and/or block certain users, choose who to notify when the matter status changes, add additional contacts related to the matter, add custom fields, and create document folders.
   Refer to Understand and complete matter form sections in Clio Manage for more information about these details.

Create and edit a contact

1. In Clio Work, click Contacts.
2. Click New person or New company.
3. Complete the contact details.
   Refer to Understand and complete contact form sections in Clio Manage for more information about these details.
4. Click Save contact.

Documents

As with Clio Manage, you can manage files or folders in Clio Work. You can use the instructions for how to Create new document folders, Upload document folders, Upload document files, Delete documents, Restore documents, and create document categories in Clio Manage to do the same in Clio Work Standalone.

Settings

Settings relevant to Clio Work Standalone can be accessed via the main Settings tab. You can learn more about managing your account and payment information, users and user groups, roles and permissions, custom fields, the recovery bin, security and compliance, user profile details like the user login email, choosing between dark and light mode for your Clio account appearance, notifications, and firm preferences.