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:

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

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
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