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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How do I Get My Client a Clio Connect Account Without Sharing Anything?

 

Objective:

  • Allow my client to share things with me via Clio Connect without sending them anything

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

For steps on how to send a Secure Message, click here.

 

Answer:

You need to send at least one item for your Client to join Clio Connect. If you don't have any resources to share with the Contact, you can send them a Secure Message in order to trigger the Clio Connect invitation. 

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