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