KCS - How to Edit a Client's Clio Connect Email

Objective:

  • Update Client's Clio Connect email address

Environment:

  • Clio Web App
  • Contacts

Additional Information:

You can only edit the the email if the Clio Connect user has only 1 account. If you are not able to edit the email, the Clio Connect user will need to change it when they are logged into their account. For instructions, see How to Change Your Email in Clio Connect.

Procedure:

  1. Navigate to Client's Contact page
  2. Click Edit
  3. Scroll down to the Clio Connect Email field
  4. Type in the correct email address
  5. Click Update Person

 

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