Clio upload not working?

Uploads can stall when you push a large file, or a lot of files, through a single browser tab at once — the tab gets busy and can become sluggish or unresponsive. It's most noticeable on large files or when uploading many files in one go. Closing other heavy tabs, pausing cloud-sync apps (like OneDrive or Dropbox) during the upload, and uploading in smaller groups usually helps. If large files routinely stall, streaming them straight to Clio with a browser tool avoids holding the whole file in one tab.

Yes. Send to Case uploads files one at a time in sequence, so a big batch puts less strain on the tab than sending everything at once. You can batch upload dozens of files from a webpage or drag and drop multiple files into the extension, and they each upload individually to your matter. (Clio's own web uploader does support multi-file select and folder upload too — the difference is that Send to Case can also pull files straight off a web page without downloading them first.)

Clio's web Documents page accepts dragged files and folders, but only when you drop them onto the documents table itself, in the main Documents tab or a matter's Documents subtab. If the drag starts in another program rather than a folder on your computer, such as an email client or a web page, it may not arrive as a file: save it to your computer first. Or skip the drag: + New, then Upload files, does the same job.

5 GB per file, whether you upload through the web or Clio Drive. A folder uploaded through the web Documents page is also capped at 5 GB in total, so a big folder of small files can still be refused. Copying a folder into Clio Drive has no folder size limit, as long as each file inside is under 5 GB.

Clio storage and file size limits →

Clicking a file name opens a preview panel you can read but not edit. To edit, open the file's actions menu, choose Open in, and pick Document Editor (edits in the browser) or Clio Drive (opens it in Word or whatever program the file belongs to). The option you choose last becomes what a double-click does. Opening in Clio Drive needs the Clio desktop app installed and running, and it can take a moment if the app hasn't been opened recently.

The web uploader works the same on a Mac as on Windows, in Safari or Chrome, with the same 5 GB limits, so try the general fixes first. Mac-specific trouble usually involves Clio Drive: complete the certificate prompt macOS shows after you install or update it (Show certificate, check Always trust Clio Drive, enter your Mac's password), remember that Clio Drive disconnects when the Mac restarts, and if files still don't appear, quit the app, move Clio Desktop from Applications to the Trash, and reinstall it from Documents, then Desktop access, in Clio Manage.

No, Send to Case is a third-party Chrome extension built specifically for uploading documents to Clio. It connects through Clio's official OAuth API, which means your login credentials and documents stay secure. We are not affiliated with, endorsed by, or sponsored by Themis Solutions Inc. (the company behind Clio).

Send to Case and Clio Drive solve different problems. Clio Drive is a virtual drive that streams your documents from Clio's cloud — it needs a live connection and keeps a local cache, rather than storing a full synced copy on your computer — which is handy for opening and editing files locally. It does more than in-place editing, too: its bulk file upload feature (the "Pending Upload Queue," on Windows and Mac) can push large quantities of documents into Clio in the background, so the web uploader isn't your only native bulk option. Clio does caution that moving large amounts of files in bulk can freeze the system, so it suggests moving files in smaller chunks. Send to Case, by contrast, lets you upload files directly from any website to Clio without downloading them first. Many users use both - Clio Drive for local editing and background bulk intake, and Send to Case for grabbing files from court portals, email attachments, and other websites.

Yes. The free tier includes 10 uploads per month with no credit card required. That is enough to try it out and see if it solves your upload issues. If you need unlimited uploads, Pro is $19/month or $190/year (two months free). You can start on the free tier today and upgrade later if it works well for your workflow.

The files that finished are already real documents in the matter — uploads happen one at a time, so completed files are not affected by a later failure. A file that was interrupted mid-upload can leave an empty or incomplete entry behind. Send to Case only ever adds to Clio — it never deletes anything from your matters — so it cannot tidy those up for you. Just re-run the upload for whatever is missing (matching names make the gaps easy to spot), and if an interrupted file left a stray entry, remove it yourself in Clio's Documents area. The no-delete behavior is deliberate: a tool that could auto-delete to 'clean up' is a tool that could delete the wrong client document.

Sometimes. If you sent a ZIP from a link with Send to Case and only some of its files reached Clio, the results screen can show a "Resume this ZIP" button under the failed ZIP. It checks Clio for which files already arrived, then uploads only the missing ones into the same folder, and never uploads a file that is already there. If it can't confirm from Clio that this is safe from duplicates, it refuses and uploads nothing, and you upload the missing files yourself. Send to Case never deletes anything from Clio, so an incomplete entry left by a file that was cut off stays until you remove it in Clio's Documents area.