To learn more about the Dropbox integration with Clio, click here. Warning: Do not move or rename the Clio folder or any of its subfolders. All other account support is by support ticket as described above. If thats the case, your DfB account admin will find the necessary contact information in their admin console. Client and Matter subfolders will be contained within the Clio folder. Telephone support is only available to Dropbox for Business customers. The initial sync between Clio and Dropbox can take up to 24 hours, but you will typically see information transfer within a few hours.Ī 'Clio' folder will be created in your Dropbox. You can choose if you want to create folders in Dropbox for your open matters, open and pending or all. Now you can choose how you want your client matter folders to be created in Dropbox. You may be prompted to sign into Dropbox and authorize the integration. On the 'Link Dropbox Account' screen, click the 'Link Dropbox Account' button. Dropbox is a free service that lets you bring your photos, docs, and videos anywhere and share them easily. Scroll down to the 'Configure Dropbox' link under Available Document Sources. On the Documents settings screen, click the 'Document Sources' sub-tab. The stamp will record the date and time the court received the document.

Turn each original document face-down and stamp the back of the last page. Electronic date stamps are located next to the drop boxes. To connect your existing Dropbox account to Clio Manage, the Primary Subscriber or the Account Administrator must go to the Clio 'Settings' panel and click on ' Documents' in the System column. Download a printable pdf of the drop box procedures below.

How do you open a dropbox support case