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How to Switch Between Your Firm Clio Account and Your Clio for Co-Counsel / Clio Connect Account

Objective:

  • My Co-Counsel shared a document through Clio for Co-Counsel / Clio Connect but I already have a Clio account.
  • When clicking the email link for a Document my Co-Counsel shared, it takes me to my Firm Dashboard instead.
  • I can't switch from Clio for Co-Counsel / Clio Connect back to my Firm Clio. 
  • How do I swap between multiple Clio for Co-Counsel / Clio Connect accounts under the same email address?
  • How to toggle between different Clio for Co-Counsel / Clio Connect accounts
  • How to toggle back and forth between Clio and Clio for Co-Counsel / Clio Connect.
  • How do I switch to my Clio for Co-Counsel / Clio Connect account?
  • Switch from Clio Manage account to Clio for Co-Counsel / Clio Connect account.
  • How to switch between Clio Manage account and Clio for Co-Counsel / Clio Connect

Environment:

  • Clio Manage
  • Clio for Co-Counsel
  • Clio Connect

Additional Information:

  • If Google Two Factor Authentication (2FA) is enabled, then you will be prompted to re-enter your 2FA codes again when you switch back to your Firm Clio for Co-Counsel / Clio Connect account. 

Procedure:

From Clio Manage Account

  1. On the bottom left-hand corner of the page, click your Initials or a Profile Picture you may have uploaded
  2. Click Switch Accounts 
  3. Select either your Clio for Co-Counsel / Clio Connect account or your Firm Name

From Within Clio for Co-Counsel / Clio Connect

  1. On the top of the page, select either your Initials or a Profile Picture you may have uploaded
  2. Click Switch Accounts 
  3. Select either your Clio for Co-Counsel / Clio Connect account or your Firm Name
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