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How to Change Your Email Address in Clio for Co-Counsels

Objective:

  • Update your email in Clio's client portal
  • Replace your Email in Clio's client portal
  • Update your email in Clio connect

Environment:

  • Clio for Co-Counsels

Additional Information:

  • When the Clio Connect User updates their email address, all information will be sent to the new email address. The Contact's email in the Firms account WILL NOT update visually, but will still send information to the correct email.

Procedure:

  1. Log into your Clio for Co-Counsel account
  2. Click on the Settings gear icon at the top right corner of Clio Connect
  3. Click Change Email below where your email address is shown
    Screen_Shot_2020-10-28_at_2.47.41_PM.png
  4. Update your Email Address
  5. Type in your Clio Connect account Password
  6. Click Change Login Email
    Screen_Shot_2020-10-28_at_3.18.38_PM.png

 

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