Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - How to Add a User

Objective:

  • Enable a firm member
  • Add another user
  • Add a new lawyer/paralegal

Environment:

  • Clio Web App

Additional Information:

  • Only Administrators and Account Owners will be able to add and remove users within the account
  • For Clio accounts with an Annual Subscription plan you must add a license to the account first by following the steps listed here
  • For Clio accounts with a Monthly Subscription plan, the new user will be added to your next billing
  • Users will be fully enabled once they have accepted the email invitation that was sent to them

Procedure:

  1. Select Settings
  2. Select Manage Users
  3. Select the green Add button on the right hand side
  4. Populate the Email field for the user that will be added
  5. Select Attorney or Non-Attorney under Subscriber Type
  6. Enter a Message(optional)
  7. Assign them to a Group(optional)
  8. Apply Permissions to the new user(optional)
  9. Select Send Invite

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality