Clio Connect – if you aren’t using it, you should be. For those of you who are new to Clio or Clio Connect, or want to use it, but aren’t familiar, we’ll be going through the basics of our contact communication and collaboration portal.
What is Clio Connect?
To put it simply, Clio Connect is the secondary portal that comes with your Clio subscription that you can use to collaborate and communicate with any of your contacts, be they clients, co-counsels, expert witnesses, or whomever. While many of the features of Clio Connect can be used to work with any kind of contact, there are definitely some features we built with certain types of contacts in mind. We’ll be going over some of those more specific work flows in following blog posts. But first, let’s start at the beginning, and address some of the main concerns many legal professionals have when it comes to communicating with their clients – security and convenience.
We talk about this a lot if you follow our blog, but we really do believe it’s important and where we have a leg up on other services, including email. In fact, this survey lays it all out – how the vast majority of professionals in the legal industry is using insecure, unencrypted methods for contact communication. Our Clio Connect portal has the same level of security and encryption as your regular Clio account, meaning you can count on bank-grade security to protect your data and your interactions with contacts. It also means that you can alleviate any fears they may also have about communicating with you through an unfamiliar method.
However, no matter what security measures we have put in place on our product, the onus is on you to ensure you are doing what you can within your own firm, as well. These things include strong passwords and two-factor authenticatioin. Strong passwords At any point in time you can enable strong passwords on your Clio account through your Security settings option. This enforces a minimum password strength across all users, including Clio connect contacts. This is beneficial if you aren’t sure that your contacts are using best practice when it comes to protecting their interactions with you on the cloud.
If your contacts are curious about what it means to create a strong password, or are having difficulty doing so, feel free to reference this Support article about the subject. Two-factor authentication This is a great feature to enable, as it ensures that anyone logging into Clio or Clio connect from an unfamiliar IP will need to verify their identity. It does this by sending an email to the address under the contact’s name with a code for them to enter upon logging into Clio with a unique IP address.
Putting all of these features into place, combined with the fantastic security already afforded by Clio, you can rest easy knowing that the means you are using to work and communicate with contacts is more secure than even email or communicating via phone. So, now that you know Clio Connect affords you and your contacts more security when communicating about a matter, how can you actually do that in Clio Connect? Below we’ll cover in brief some of the core features, but keep in mind that all of these pieces can come together as a whole into an easy-to-replicate workflow, which we’ll be discussing in an upcoming post in this series.
Clio Connect is intended to give you a means to communicate and collaborate with contacts of all types, so we’ve built in features like Secure Messaging to handle email-like communications, and we’ve also added the ability for you to share numerous resources with your contacts, such as Documents and Calendar events. You can even assign Tasks to contacts to complete, opening up a wealth of new collaboration opportunities. Additionally, these contacts can share documents and send secure messages to you once they have a Clio Connect account with your firm. To see an example of what it looks like for a Clio Connect contact, we have a screenshot below:
When all is said and done, you’ll be thankful you switched.
Having information connected immediately to the Matter and being to talk directly to your contacts without the hassle or concern of email means you can do your job faster, more efficiently, and customers and co-counsels will return to your firm over and over for the ease of collaboration.