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How Do I Disable a Clio for Co-Counsel / Clio Connect Account?

Objective:

  • Delete a client's Clio for Co-Counsel / Clio Connect account
  • Remove a Clio for Co-Counsel / Clio Connect user
  • Disable Clio for Co-Counsel / Clio Connect

Environment:

  • Clio Manage
  • Clio for Co-Counsel
  • Clio Connect

Additional Information:

  • Deleting a Contact will also disable any Clio for Co-Counsel / Clio Connect account associated with that Contact's email

Procedure:

This action can only be performed by a regular Clio Account - ie. An attorney using the software.

  1. Navigate to the Contacts tab on the left of Clio
  2. Locate the user's Contact
  3. Click Edit contact at the top right corner
  4. Click Delete contact
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