skip to Main Content

Getting started on our portal

We will be sharing items with you via Clio Connect for the duration of your case. Clio Connect is a secure portal where we’re able to share Documents, Calendar Events, Tasks, Bills, and Secure Messages. As we are both able to see the information shared, this is the quickest and safest way to ensure smooth communication.

Creating Your Clio Connect Account

The first time we share something with you, you’ll receive an email from Clio. In this email there is a link to set up your Clio Connect account. It looks like this:

Click on the blue button and you will be taken to the screen to set up your Clio Connect account:

Fill out the fields that are on the screen and be sure to use the exact email address in the field that I used to share the item with you.

When all the fields are filled out, you can click on the green Sign Up link at the bottom of the page.

Inside the Clio Connect Account

You can navigate around by using the tabs at the top of the page. You will see the items that I’ve shared with you.

What you can do in Clio Connect

To learn about the various things you are able to do, see below:

Logging into Clio Connect

When you want to access your Clio Connect account, simply go to https://app.goclio.com and enter the same email you used to sign up.

Forgot Password

If you ever forget your password, you can go to https://app.goclio.com and click on the “Forgot Password” link:

 

If you have any questions about the Clio Connect interface, you can view the Support Resources here or contact Clio Support at 1-888-858-2546 x200 or support@goclio.com

Getting started on our portal
Rate this post

Greg McLawsen

I’m proud to be the founder of Sound Immigration. My job is to work behind the scenes to ensure our clients have an outstanding experience at our firm. I’m passionate about reinventing the practice of law to make it work better for those we serve. I work hard to identify the best available technology to make our firm convenient for clients. I look to other industries, like real estate and the restaurant business, to learn about practice that will help serve our clients better.

Leave a Reply

Your email address will not be published. Required fields are marked *

Back To Top