2017

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KCS - 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 switch between multiple Clio Connect accounts under the same email address.

Environment:

  • Clio Web app
  • Clio Connect

Additional Information:

n/a

Procedure:

In previous Clio:

  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

 In new Clio:

  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
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