Our client portal, Clio for Clients, gives clients 24/7 access to their electronic client file from any computer or smartphone, in a secure SSL encrypted cloud environment, while preserving important attorney-client privileges. Clio for Clients enables Cave Law and our clients to exchange secure messages, upload/share sensitive information and obtain forms relevant to their matter.
Registering for Clio for Clients is simple. Cave Law requires that each client activate a client portal as this is the most secure way of sharing and communicating sensitive information.
Cave Law will send the client an invitation to the portal via their email. The client will click the ‘Open the Secure Portal’ button in their email or download the app on their smartphone, then follow the instructions to activate their client portal. Each time a message or document is shared by Cave Law, the client will be notified via email. If a client is using the app version, it is important to note that notifications need to be turned on to receive alerts from Clio for Clients.
The link provided has a video tutorial, instructions, and frequently asked questions.
For assistance activating an account or logging into a registered account, please click the button below.
If you have any questions, please do not hesitate to contact our office.