In both Clio Grow and Clio Manage, you can generate documents from document templates and send them out for eSignature and view uploaded and sent documents. You can also upload normal files and folders and create document categories for document organization in Clio Manage.
Tip: Clio offers a virtual file drive called Clio Drive, where you can create, access, and edit document files and folders directly from your desktop and make it easier to collaborate across your firm. Learn more here.
Prepare and send documents in Clio Grow
Once you have document templates uploaded into your Clio Grow account, you can prepare the document files and send them out to gather eSignatures. You can also continue to upload and share one-time PDFs rather than prepare document files from previously created document templates. Learn more about preparing and sending documents for signature here.
Tip: After all signers have signed the document, and if you have both Clio Grow and Clio Manage, you can export and convert the matter to Clio Manage and then view and manage the document directly in Clio Manage. Learn more about exporting matters here.
Manage sent documents in Clio Grow
Once a document has been sent out for eSignatures, you can edit the due date, send reminders, download the completed PDF file, and delete the file. A list of completed documents can be found in Documents > Submitted.
Edit due date:
- Go to the matter in Clio Grow.
- Find the document task under the Workflow section.
- Click the Options dropdown and select Edit Due Date.
- Select a new date and then click Update Due Date.
Send reminders:
Once a document is sent for eSignatures, you can send an automatic reminder on a future date from the matter’s workflow page or send an immediate reminder from the Documents tab.
- Go to the matter in Clio Grow.
- Find the document task under the Workflow section.
- Click the Options dropdown and select Set Auto Reminder.
- Select the reminder date and the type of reminder.
- Click Schedule Reminder.
- Go to Documents > Pending.
- Click the document’s name.
- Click Actions and then select Send Reminder.
- Click Send reminder.
Download PDF file:
After all signees have signed the document, you can view and download the completed document as a PDF file from the matter’s workflow page, from the matter’s files page, or from the Documents tab.
- Go to the matter in Clio Grow.
- Find the document task under the Workflow section.
- Click the Options dropdown and select Download PDF.
- Go to the matter in Clio Grow.
- Find the document file under the Files tab.
- Click Download.
- Go to Documents > Submitted.
- Click the document’s name.
- Click Actions and then select Download PDF.
Delete document:
If you no longer want to maintain a record of a document in Clio Grow, you can delete the document file. You can delete the document from either the matter’s workflow page or the Documents tab.
- Go to the matter in Clio Grow.
- Find the document task under the Workflow section.
- Click the Options dropdown and select Delete Document.
- When the warning prompt appears, select Delete Document.
- Go to Documents.
- Select either Pending or Submitted.
- Click the document’s name.
- Click Actions and then select Delete Document.
- When the warning prompt appears, select Delete Document.
Document categories in Clio Manage
Document categories are groupings used to categorize and sort your documents and templates in Clio Manage. When viewing and filtering documents, you can use document categories to find certain types of documents. Once created, you can begin creating documents from templates and upload document files and folders. Examples of document categories include briefs, communications, contracts, email attachments, letters, motions, orders, reports, statutes, etc.
- Go to Documents > Categories and templates > Categories.
- Click New category.
- Name the category and then click Save.
- Go to Documents > Categories and templates > Categories.
- Click Edit next to a category’s name.
- Change the category’s name and then click Save.
- Go to Documents > Categories and templates > Categories.
- Click the down arrow next to Edit and select Delete.
- When prompted to confirm, select Delete.
Create, upload, and share documents in Clio Manage
In Clio Manage, you can create new documents from previously created document templates or upload completed document files and folders directly into Clio Manage. Once the documents are prepared, you can send them for eSignatures, share them with clients using Clio for Clients, and share them with external attorneys using Clio for Co-Counsel.
Note: The maximum upload size is 5GB for a document.
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Click New and then select Create a new document from template.
- Select a previously created template and name the new document file that you will create.
- 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.
- Click Create. Clio will populate the merge fields with the specific contact and matter’s information.
- Find the saved document in the main Documents tab or the Documents subtab for the contact or matter.
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Click New and then select Upload files.
- Select the file(s) that you want to upload.
Create, upload, and share folders in Clio Manage
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.
Note: The maximum upload size is 250MB for a folder.
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Click New and then select Create a new folder.
- Enter the Folder Name.
- Optional: Select the folder's Category.
- Click Create.
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Click New and then select Upload a folder.
- Select the folder that you want to upload.
Manage documents in Clio Manage
Once your documents have been created or uploaded to Clio Manage, you can view and replace the files, do a full-text search to find documents, edit file details, add time entries, delete files, and restore files.
Tip: Use Clio Launcher to open documents in your preferred editing software and quickly upload back to Clio Manage. You can also use Clio Drive to immediately mirror changes right from your desktop.
View, replace, and search documents:
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Find the document in the table. You may need to click into folders.
- Click View next to the document or folder’s name. The document will open in Clio Manage.
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Find the document in the table. You may need to click into folders.
- Click View next to the document or folder’s name. The document will open in Clio Manage.
- Click add new version.
- Upload the new file version.
Tip: Use a keyword search to look for a specific document. Clio will search for that term in the entire body of your documents to produce results. If you search for multiple words in double quotations, only documents where all those words appear together will be shown.
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Click Sort and toggle off Show folders first.
- Optional: Click Filters to select specific filter parameters and then click Apply filters.
- In the Search field, type in a search term and then hit enter on your keyboard.
Edit/move documents:
Note: The edit functionality in these steps is limited to editing file or folder details. If you need to edit the document itself, you can do that on your desktop and add a new version (see above), or edit using Clio Launcher or Clio Drive.
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Find the document in the table. You may need to click into folders.
- Click Edit next to a folder’s name, or click the down arrow next to View and select Edit details to change file details for a document file.
- Make your changes and then click Save.
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Find the document or folder in the table. You may need to click into folders.
- Click the down arrow next to View or Edit and select Move.
- Select the folder where you want to move the document or folder.
- Click Move to this folder.
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Find the document or folder in the table. You may need to click into folders.
- Check the box next to all the documents and/or folders you want to move.
- Click the down arrow next to View or Edit and select Move.
- Select the folder where you want to move the documents or folders.
- Click Move to this folder.
Add time entries:
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Find the document in the table. You may need to click into folders.
- Click Columns and check that the Recorded time column is selected.
- Click Add time under the Recorded time column.
- Complete the time entry details and then click Save entry.
Delete or restore documents:
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Find the document in the table. You may need to click into folders.
- Click the down arrow next to View and select Trash.
- Go to the main Documents tab or the Documents subtab in a contact or matter.
- Click Filters.
- Check the box for Show trashed files and then click Apply filters.
- Find the trashed file and click Restore.
