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What is Clio for Clients?
Clio for Clients is our secure online portal that makes it easy to stay connected with our team throughout your estate planning process. You can securely message us, upload and review documents, view upcoming tasks, and access important case information all in one convenient place. The portal also allows you to view invoices, make secure online payments, and receive updates whenever action is needed.
How We Use Clio for Clients
Clio for Clients is our secure online portal that makes it easy to stay connected with our team throughout your estate planning process. You can securely message us, upload and review documents, view upcoming tasks, and access important case information all in one convenient place. The portal also allows you to view invoices, make secure online payments, and receive updates whenever action is needed.