In Clio for Clients, you can message your law firm, share documents, complete tasks, pay bills, and follow the progress of your case from a web browser or the mobile app. Everything your law firm shares about your case sits in one secure place. You always know what your law firm needs from you and what comes next.
Sign in to Clio for Clients
You can sign in from a web browser or from the Clio for Clients mobile app for iOS and Android. Instead of a password, you sign in with your email address and a sign-in link sent to that address. Each sign-in link works one time and expires after one hour.
Note: Sign in with the same email address your law firm used to invite you. On the web, clients in the US and Canada sign in at clients.clio.com.
Web browser
- Open the email from your law firm and click Sign in to secure portal.
- On the confirmation page, click Continue.
- The first time you sign in, select your language and click Next. Then click Got it to close the welcome message.
- To request a new sign-in link, go to clients.clio.com and enter your email address. A new link arrives in your inbox.
Mobile app
The mobile app adds push notifications and lets you sign in with Face ID or a fingerprint.
- Open the Clio for Clients mobile app.
- Enter your email address.
- Open the sign-in email on your phone and tap the sign-in link.
Sign out
To keep your information secure, your session ends after 15 minutes of inactivity. You can sign back in at any time.
- Web browser: Click your name in the top right, then click Sign out.
- Mobile app: Tap your initials to open Profile, then tap Sign Out.
Navigate your portal
The navigation menu takes you to every part of your case. On a computer, the menu runs down the left side of the page. In the mobile app and on a phone browser, the menu runs along the bottom of the screen. The header holds your law firm's name and your case number.
- Home
A summary of your case, with cards for case progress, balance due, tasks due soon, upcoming events, recently shared documents, and Firm details, with your law firm's contact information, Your attorney, and Participants.
- Messages
Your conversation with your law firm, including shared documents, bills, events, and tasks.
- Tasks
Items your law firm asks you to complete.
- Documents
Files your law firm shares with you and files you upload. In the mobile app, this item is Docs.
- Events
Calendar events your law firm shares with you.
- Bills
Bills and trust requests your law firm shares with you. In the mobile app, open your bills from the Balance due card on Home.
Use the Home page
Each card on Home lists up to three items. To open the full list, click the link on the card, such as View all tasks, View all events, or View all documents. To pay, click Pay bills on the Balance due card. Cards for tasks, bills, and case progress are part of Home when your law firm uses those features.
Switch cases
When your law firm works with you on more than one case, each case has its own portal.
- Web browser: Click your name in the top right, then click Switch case and select a case.
- Mobile app: Tap the briefcase icon on Home, then select a case under My cases.
Set your preferences
You can choose the language and appearance of Clio for Clients. In the mobile app, you can also manage push notifications and Face ID. In a web browser, your preferences are in the menu under your name in the top right. In the mobile app, tap your initials to open Profile.
Change the language
Clio for Clients is available in English and Spanish. Your choice applies to the portal and to the notifications you receive from it.
- Web browser: Click your name in the top right, click Language, then select English (US) or Español (España).
- Mobile app: Tap your initials. Under Language preference, select English (US) or Español (España).
Change the appearance
- Web browser: Click your name in the top right, click Appearance, then select System, Light, or Dark. The choice applies to the browser you use.
- Mobile app: Tap your initials. Under Appearance, select System, Light, or Dark. System matches the setting on your phone.
Manage notifications and Face ID in the mobile app
Tap your initials. Under Notifications, toggle Push notifications on or off. Under Security, toggle Face ID on or off.
Tip: Learn more about Clio for Clients and resources to get started on the Clio for Clients page.
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Work With Your Law Firm in Clio for Clients: Message your law firm, share documents, complete tasks, and pay bills.
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Up next
Work With Your Law Firm in Clio for Clients: Message your law firm, share documents, complete tasks, and pay bills.