In the app settings (Gear Icon > Preferences), you can enable Launch Clio desktop app on system startup to ensure your files are always synced when you start work.
Click Desktop access in the top right corner of the page.
Your Clio files will now appear as a virtual drive. You can drag and drop files, edit documents in Word or Adobe, and save them directly back to Clio. Pro-Tips for New Users install clio desktop app
If you encounter issues during installation, Windows users may need to allow the app through their firewall , while Mac users might be prompted to grant specific permissions to connect to Clio Drive . Clio Launcher – Home
| Aspect | Details | |--------|---------| | | Slightly faster than browser for subsequent launches, but first load is similar. | | Desktop integration | Global keyboard shortcuts (e.g., Ctrl+Shift+C to create time entry from anywhere). | | Offline mode | Recent matters and contacts are cached. You can add time entries offline – they sync when back online. | | Document handling | Check-out / edit in native app (Word/Excel) and check-in works smoothly. | | Focus mode | No browser tabs or extensions to distract. | | Update process | Silent background updates – no nagging. | In the app settings (Gear Icon > Preferences),
This allows you to open documents directly from the Clio web interface into local apps like Microsoft Word or Adobe Acrobat.
After installing the Clio desktop app, you will need to configure it to connect to your Clio account. To do this: You can drag and drop files, edit documents
Open the .dmg file and drag the Clio icon into your Applications folder.