Clio Drive lets you access your Clio Manage documents directly from File Explorer (Windows) or Finder (Mac) through the Clio desktop app giving you a familiar file-system view of your Clio content without needing to log into the Clio web app.
Open Clio Drive
Note: You only have access to contacts and matters that you have permission to view in the Clio Manage web app.
Important: A critical update to version v3.5.3073 of the Clio desktop app will address a security vulnerability. All Clio Drive users will be prompted to update, with a 1-hour delay option. Admin credentials may be required for installation.
You can access Clio Drive by opening the Clio desktop app from your desktop screen, or by clicking the Clio icon in your task bar on the bottom right of the desktop screen.
- In the Clio desktop app, select Drive and toggle the button to the on position. Clio Drive is turned on if the toggle button is green and if Drive Status is Connected.
- Access Clio Drive on your desktop by opening File Explorer.
- In the sidebar, under This PC, click Clio Drive. You will see your contacts as folders. Open a contact folder to view its matters and any previously filed documents, attachments, and emails.
You can access Clio Drive by opening the Clio desktop app from your dock, or by clicking the Clio icon in the menu bar in top right of the desktop screen.
- In the Clio desktop app, select Drive and toggle the button to the on position. Clio Drive is turned on if the toggle button is green and if Drive Status is Connected.
- Access Clio Drive on your desktop by opening Finder.
- In the sidebar, under Locations, select either localhost or Network.
- Click Clio Drive. You will see your contacts as folders. Open a contact folder to view its matters and any previously filed documents, attachments, and emails.
Connect to Clio Drive
Note: Clio Drive is in active sync with your documents in Clio Manage. This means that you need a stable internet connection to access your documents.
You may need to connect to Clio Drive each time your computer is restarted, shut down and turned back on, or if your internet connection is unstable.
- Open the Clio desktop app.
- Check that Drive is turned on and that Drive Status is Connected.
- Open File Explorer (Windows) or Finder (Mac).
- Look for Clio Drive under This PC (Windows) or under localhost or Network (Mac).
Tip: To bypass these steps, every time you restart your computer, you can allow the Clio desktop app to launch on system startup. Learn more here.
Reconnect to Clio Drive
If you cannot find Clio Drive or if you disconnected or ejected Clio Drive, re-connect Clio Drive through the Clio desktop app.
- Open the Clio desktop app.
- Toggle Drive off and then on.