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How to Switch Between your Firm and Clio Connect Accounts

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'm can't switch from Clio Connect back to my Firm Clio. 
  • To 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.

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

n/a

Procedure:

From Full Clio Account

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

From Within 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 Connect account or Firm Name
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