How to Change Your Email in Clio Connect

Objective:

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

Environment:

  • Clio Connect

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 Clio Connect
  2. Click on Settings
  3. Update your Email Address
  4. Type in your Password
  5. Click Update Information

 

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