Objective:
- I am working with another Attorney how do I see the files they shared with me?
- Another Attorney sent me an e-mail saying they shared something with me using Clio Connect.
- I signed up for Clio Connect how do I access it from my Clio Account?
Environment:
- Clio Manage
- Clio Connect
Additional Information:
N/A.
Procedure:
- Set up the Clio Connect Account Using the Link in the email the Attorney sent you.
- Click on the Small Circle in the top right hand corner with your initials or photograph.
- You will see an option to Switch Account click on this.
- Choose under the Clio Connect title the Clio Connect Account.