Clio Connect is essentially designed to offer us the ability to provide you with a secure portal through which you can access specific resources, such as Documents, Tasks, Calendar Events and Invoices, that have been shared with you. Additionally, messages shared via Clio Connect are more secure than messages sent to a work email, that your employer may access and read, or a free email provider like gmail, hotmail, or yahoo.
Clio Connect also enables us to easily share resources and collaborate with clients, contacts, or co-counsels through a secure web-based portal. This gives our clients and related contacts, the ability to access, review, and contribute to relevant matter developments and mitigate associated inefficiencies related to time consuming communications.
For more information on what can be done using Clio Connect, please click on this link for Clio articles, broken down by topic.