KCS - 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 or webpage, and look at their email. If you see their email listed next to "(Clio Connect)" they have created an account and accessed Shared resources.  
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