2017

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KCS - How to Create Clio Connect Login Credentials

Objective:

  • Create login credentials for Clio Connect

Environment:

  • Clio Web App

Additional Information:

Use these steps to log into the secure client portal Clio Connect to see what your attorney has shared with you.

Procedure:

  1. Open the first Clio Connect email invitation from your attorney
  2. Click on the View button
  3. Complete the fields and Sign Up
  4. View the shared item(s) in Clio Connect

 

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