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How to Change Your Email Address in Clio for Co-Counsel / Clio Connect

Objective:

  • How to Update your email in Clio for Co-Counsel / Clio Connect?
  • How to Replace your Email in Clio for Co-Counsel / Clio Connect?
  • How to Update your email in Clio for Co-Counsel / Clio Connect?

Environment:

  • Clio for Co-Counsel
  • Clio Connect

Additional Information:

  • When the Clio for Co-Counsel / Clio Connect 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 / Clio Connect account
  2. Click on the Settings gear icon at the top right corner of Clio for Co-Counsel / 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 for Co-Counsel / Clio Connect account Password
  6. Click Change Login EmailScreen_Shot_2020-10-28_at_3.18.38_PM.png
  7. Click Confirm Email Change in the email sent to the new email address
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