- Change firm account without having to sign in and out
- Clio Manage
If you have a Clio Connect account and a Firm Account that you are connected to, you can switch between the two of them as they are connected to the same email address and as Clio sees, the same person.
You are unable to move from multiple full accounts in Clio as the full accounts are not connected to one another. Clio links one email address with a single person, and you are unable to sign up for more than one full Clio firm account with the same email. As such, the two accounts are not connected.
If you are dealing with multiple firms with multiple emails, we would recommend using different instances of your browser. Since these browsers have different information storage, you can be logged into multiple Clio accounts at a given time. Please note that you can only do this on some web browsers.
If you are using Chrome: Separate Chrome Instances
If you are using Firefox: Opening a new Instances of Firefox