Clio Drive Folder Management

Have more questions? Submit a request

Folder structure and names

The folder structure in Clio Drive consists of contact or company/client name, followed by matters, including any pending or closed matters. Documents, attachments, and emails are nested in individual folders within the matter folders.

Folders in Clio Drive are sorted alphabetically by contact first name and cannot be manually sorted or renamed. You can, however, rename custom created folders. Additions, modifications, and deletions to custom folders will be synced to Clio Manage, and vice versa.

If contact and matters names in Clio Manage have special characters, these special characters may appear as square boxes in Clio Drive if you are using a Windows machine. This happens because Windows does not allow the following characters in file and folder names: / : * ? ” < >

Note: Clio Drive has a total folder limit of 40,000 folders.

 

Sync folders

Contact and matter folders will only be created in Clio Drive if a document within the contact or matter was edited, uploaded, or downloaded in the last 12 months, or is one of the 40,000 most recent files. To sync a matter or contact folder from Clio Manage to Clio Drive:

  1. Go to the matter or contact in Clio Manage and select the Documents subtab.
  2. Open a document by clicking the blue Clio Launcher arrow.
  3. Make an edit to the document and then save the changes. Clio Manage will create a new matter and/or contact folder in Clio Drive.

 

Uninstall and reinstall Clio desktop app

If you tried the steps above for syncing folders, and the folder or files did not appear in Clio Drive, you may need to uninstall and reinstall the Clio desktop app. The steps vary depending on whether you are using Clio Drive on a Windows or mac.

Windows Mac
  1. Go to the search bar on the bottom left of your desktop screen and type Control Panel.
  2. Under Programs, click Uninstall a Program.
  3. Find and click the Clio desktop app.
  4. Click Uninstall.
  5. Reinstall the Clio desktop app from the Documents tab in Clio Manage.

 

Delete folders

If you delete a contact or matter folder in Clio Drive, all the documents and files under that contact or matter will be deleted in both Clio Drive and Clio Manage. The contact or matter itself will not be deleted in Clio Manage. 

  1. Go to Clio Drive.
  2. Right-click the folder and select Move to Trash or Delete. If prompted to confirm the deletion, select Delete.

 

Need more help?

Was this article helpful?
0 out of 0 found this helpful