Create and Upload Document Files and Folders

In Clio Manage, you can create document files and folders directly in Clio and add time entries to capture billable time. You can also upload normal files and folders and create document categories for document organization in Clio Manage. After generating documents from templates, you can send them out for eSignature and view uploaded and sent documents.

Create documents from templates

You can quickly generate new documents in Clio Manage by using a previously created document template. Clio automatically fills in the template's merge fields with specific client and matter data. After creation, you can send documents for eSignatures, or share them with clients using Clio for Clients, and external attorneys using Clio for Co-Counsel.

1. Go to the matter or contact where you want to save the document and select the Documents subtab. Alternatively, you can go to the main Documents tab.
2. Click New and then select Create a new document from template.
3. Select a previously created template and enter a File name for your new document.
4. Select whether you want to create a PDF document, a Word document, or both. The selections depend on the file type of your document template.
5. If applicable, select a contact from the Select a contact for any applicable merge fields dropdown menu.
   Note: PI Matters that include Medical Providers or Lien Holders in the Medical Records or Settlement subtabs will see this extra field. Selecting a contact ensures that contact-specific merge fields (e.g., medical provider's name or lien holder's address) are correctly populated in the document.
6. Click Create. Clio will generate the document and populate the merge fields with the specific contact and matter’s information.
7. Find the saved document in the main Documents tab or the Documents subtab for the contact or matter.

Upload document files

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Click New, select Upload files, and then select the file(s) that you want to upload.
   • You can also drag and drop your files directly onto the Documents page.
3. Add information about your file.
   • Add the date that you received the documents.
   • You have the option to change the file name, and choose a document category.
4. Click Upload.

Create new document folders

In Clio Manage, you can create new document folders or upload folders directly into Clio Manage. Once the folders are added, you can share them with clients using Clio for Clients and share them with external attorneys using Clio for Co-Counsel.

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Click New and then select Create a new folder.
3. Enter the Folder Name.
4. Optional: Select the folder's Category.
5. Click Create.

Upload document folders

In Clio Manage, you can create new document folders or upload folders directly into Clio Manage. Once the folders are added, you can share them with clients using Clio for Clients and share them with external attorneys using Clio for Co-Counsel.

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Click New, select Upload a folder, and then select the folder that you want to upload.
   • You can also drag and drop your folder directly onto the Documents page.
3. Optional: Select a matter, received date, and a document category.
4. Click Upload.

Add time to documents

1. Go to the main Documents tab or the Documents subtab in a contact or matter.
2. Find the document in the table. You may need to click into folders.
3. Click Columns and check that the Recorded time column is selected.
4. Click Add time under the Recorded time column.
5. Complete the time entry details and then click Save entry.