Objective:
- My Co-Counsel shared a document through 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 instead.
- I can't switch from Clio Connect back to my Firm Clio.
- How do I swap between multiple Clio Connect accounts under the same email address?
- How to toggle between your regular Clio Connect account and your Clio Connect Account
- How to toggle back and forth between Clio and Clio Connect.
- How do I switch to my Clio Connect account?
Environment:
- Clio Manage
- 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 Connect account.
Procedure:
From Full Clio Account
- On the bottom left-hand corner of the page, click your Initials or a Profile Picture you may have uploaded
- Click Switch Accounts
- Select either your Clio Connect account or your Firm Name
From Within Clio Connect
- On the top of the page, select either your Initials or a Profile Picture you may have uploaded
- Click Switch Accounts
- Select either your Clio Connect account or your Firm Name