Clients connecting through Clio

Law Offices of Gianna Scatchell offers each client a secure virtual platform to easily share resources and collaborate with clients. Specifically, clients can upload documents for viewing, view important case deadlines, and view and pay invoices. This grants clients the ability to review and contribute to relevant matter developments and helps to mitigate associated inefficiencies related to time-consuming communications.

If you have already registered your online account, click on this link to log in to your secure client case management portal.

If You Have Not Registered Your Online Account, contact the attorney working on your matter, and tell them you would like to access documents and bills online.  You will receive an e-mail informing you of a new shared document or bill to view.  You will need to choose and enter a secure password twice, and agree to the terms of service, before being permitted to register.

Once You Have Set Up Your Online Account, you can visit your personal and secure client case management portal at any time by clicking on the link above or by visiting https://app.goclio.com/session/new from any computer.

When there is a new document or bill to share with you, you will get an e-mail notification sent directly from our office to the e-mail address we have on file.

Accessing Documents.
Clio Connect allows you to access documents that our Firm has made available to you at any time, day or night.  When a document is made available for you to view through Clio Connect, you will receive an email directly from Clio Connect prompting you to log in and view your document.

Uploading Documents.
One of the most convenient features of Clio Connect is that it provides you with a secure way to send large files or documents that may contain sensitive data, such as social security numbers, directly to Law Offices of Gianna Scatchell.  You can easily upload your documents by logging in to your Clio Connect account, and our office will receive a notification that the documents are waiting. If you need help with this process, you can find more detailed instructions here.

Downloading and Paying Bills.
Unless other billing arrangements have been made, Law Offices of Gianna Scatchell will make your invoices available to you via Clio Connect.  Once a bill has been sent through Clio Connect, it will be stored like any other document and you will be able to access it at any time.  You can even pay your bill by credit or debit card directly through Clio Connect by entering in the billing information requested on your bill.  Of course, you are not required to pay your bills with a card, and we welcome paper checks via regular mail. For more information, please click here.

For more information on what can be done using Clio Connect, please see the following articles, broken down by topic:

  • Secure Messages – see here.
  • Tasks – see here.
  • Calendar entries – see here.
  • Matters (co-counsels only) – see here.
  • Time (co-counsels only) see here.
  • A full list of articles on Clio Connect (for a Clio Connect user) can be found here.