| As a... | I want to... | So that... | | :--- | :--- | :--- | | | Drag and drop files from my desktop into the Clio Drive folder. | I don't have to log into the portal to upload a document. | | Paralegal | See who is currently editing a document. | We stop creating conflicting "v2_final_final.docx" versions. | | Litigator | Prepare my case files offline on the plane. | I can work during travel without worrying about WiFi. | | Firm Partner | Review my team's activity timeline before billing. | I ensure no billable time is lost or underreported. |
Access settings by clicking the in your system tray (Windows) or menu bar (Mac). clio for desktop
In the Clio Manage web app, click the blue arrow next to a document to open it immediately on your desktop. | As a
For official documentation, visit support.clio.com and search “Clio Desktop App.” | | :--- | :--- | :--- |
The desktop app consists of two primary tools that work together: Clio Drive (Virtual Drive)