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How do I know if a Contact Created a Clio for Co-counsel/Clio Connect Account?

Objective:

  • How do I know if a Clio for Co-counsel/Clio Connect user accessed resources?

Environment:

  • Clio Manage
  • Clio for Co-counsel/Clio Connect

Additional Information:

n/a

Answer:

  • Open the Contacts card and select Edit, look at the Clio for Co-counsel field. If you see their email listed next to "(Clio for Co-counsel)" they have created an account and accessed Shared resources.  
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