Clio Connect Client Portal

Clio Connect is a secure web-based client portal, allowing us to easily communicate, collaborate and share resources with our clients. Clio Connect is our one-and-only platform for communication, accessible 24/7, instead of relying on various channels of communication (email, phone, text message, snail mail).

Once set up with a client portal account, you will be able to log into the private and secure portal where we can share calendar events, tasks, documents, and invoices (& payments) and have secure communication. All of the features within the client portal are intended to save you time and decrease stress, while improving the communication, efficiency, and convenience associated with your matter.

Clio employs state-of-the-art, bank-grade security to ensure your sensitive data stays safe and secure.

 

CAlendar events

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Accessible by both you and your attorney, the integrated calendar lists all upcoming events relevant to your matter. Important dates such as court hearings can be scheduled, along with any other details including a map to the courthouse.

Secure Communications

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Sensitive and privileged information no longer needs to be sent to an unsecure email address. You can easily send secure messages to your attorney from within the client portal and all messages will be organized and filed for you.

Document Access

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You and your attorney can upload documents relevant to your matter into your portal. The documents are stored in one secure area and accessible online from anywhere.

INVOICING & PAYMENTS

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The client portal allows you to view or download any invoices associated with your matter, and also make secure online payments via credit card.