Google Drive is a file storage and synchronization service from Google that provides you with a place to store and access your documents. Clio’s integration with Google Drive allows you to share, sync, edit, access, and share your files with ease.
Set up Google Drive in Clio
Once the Google Drive integration is authorized and connected to your Clio account, a Clio folder will be created in the root directory of your Google Drive. Client and Matter subfolders will be contained within the Clio folder.
- Go to Settings > Documents > Document Sources.
- Click Configure Google Drive.
- Click Enable Google Drive. You will then be prompted to log in to Google if you are not already logged in.
- Click Allow to authorize the connection between your Clio and Google accounts. If you already have Google calendars and contacts synced, this authorization is not required.
Tip: At the upper right you will see which Gmail address you are connecting to. If you are signed into more than one address, confirm you are connecting your Clio account to the correct Gmail account by reviewing the address listed at the upper right.
Uninstall Google Drive from Clio
- Go to Settings > Documents > Document Sources.
- Click Configure Google Drive.
- Click Unlink Account.
Contact Google Drive support
For further inquiries about Google Drive, contact their support.
