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:

  • Clio Web App 

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.  
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