Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them
here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.
How do I know if a Contact Created a Clio Connect Account?
Objective:
- How do I know if a Clio Connect user accessed resources?
Environment:
Additional Information:
n/a
Answer:
- Open the Contacts card and select Edit, look at the field Clio Connect. If you see their email listed next to "(Clio Connect)" they have created an account and accessed Shared resources.
