Clio For Desktop Online
| 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. |
When you reconnect, Clio automatically syncs all offline changes. A yellow banner appears if conflicts exist (e.g., you edited a time entry offline that was also edited in the web).
Files are automatically categorized by client and matter, so you never have to worry about where to save a document. 2. Clio Launcher: One-Click Editing clio for desktop
When you hit Save in your desktop application, the new version is automatically uploaded back to Clio Manage. ⚙️ Customization & Settings
It mirrors your Clio Manage structure: Contact Name > Matter Name > Folders/Files . | As a
| Use case | Best choice | |----------|--------------| | Daily time tracking, quick task entry | (hotkeys, offline) | | Running reports, bulk billing, deep configuration | Browser (full feature set) | | Checking calendar or time while in court | Mobile app (iOS/Android) | | Drafting long documents with linked folders | Desktop (file system integration) | | Client intake forms or CRM workflows | Browser (Clio Grow is limited on desktop) |
Access settings by clicking the in your system tray (Windows) or menu bar (Mac). | | :--- | :--- | :--- |
Whether working from the office or home, the desktop app provides a familiar, local feel to cloud-based data. How to Get Started To install the Clio Desktop App : www.clio.com Clio Desktop App Integration for Clio
You can choose to sort contact folders by first or last name to match your firm's preference. 💡 Best Practices Set Up Clio Drive