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 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.
