How do I log into Clio?
- Go to the login page: North American (US only) Users: app.clio.com. Canada: ca.app.clio.com. EMEA Users: eu.app.clio.com.
- Enter your email address.
- Enter your password.
- Click Sign In. If you cannot remember your password, select Forgot Password to send yourself a password reset email.
How do I set up my Clio client?
How it works
- Navigate to Communications.
- Click New client portal.
- Select a matter.
- You and the client will automatically populate as participants. You can add or remove participants under Select participants. ...
- Click Create client portal.
- Now that your client portal is created, you can send a message or a document.
How does Clio client portal work?
A client portal allows lawyers to securely share information online with their clients. This includes documents, messages, invoices, and much more. ... One party adds a message or shares a document via the secure platform, and the other receives an email notifying them that they have a secure message waiting for them.
What is App Clio?
Lawyer and Law Firm App. Clio for Lawyers and Law Firms is a mobile app designed to enable legal professionals to access essential case and client information remotely.
What is Clio used for?
Clio is a cloud-based legal practice management solution suitable for small to large law firms. The platform enables lawfirms and other businesses in the legal industry to track important deadlines, manage client cases and documents, bill clients, and accept payments.
Does Clio have a client portal?
Legal Client Portal. Clio for Clients is a portal designed for legal clients to securely communicate and share information with their lawyer. Law firm clients can sign in to Clio for Clients here.
Who is Clio com?
Clio is a legal technology company headquartered in Burnaby, British Columbia. Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.
How many firms use Clio?
See how and why over 150,000 legal professionals use Clio's leading cloud-based legal software to become more productive, efficient, and profitable.
Does Clio grow have an app?
Answer: Clio Grow currently doesn't have a mobile application available for iOS or Android devices, but Clio Grow has been optimized to work using a mobile browser.
Is Clio web-based?
Answer: Yes, Clio is a cloud-based program, you would need an internet connection to run Clio.
Is Clio grow a CRM?
Clio Grow is a cloud-based Client Relationship Manager (CRM), so it can be used from any modern browser.