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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.

Why Can't I Create a Clio Connect Account Through the Email That Was Forwarded To Me?

Objective:

  • Access Clio Connect through forwarded email
  • Create a Clio Connect account from email forwarded to me

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

If you are forwarded a Clio Connect email from which an account has already been created, you will be taken to the Login page rather than the Signup page. This page will be looking for the credentials created by the person who has already set up their Clio Connect account. 

Clio Connect Login (US): https://app.clio.com/session/new?clio_connect=true 

Clio Connect Login (EU): https://eu.app.clio.com/session/new?clio_connect=true 

Once you're logged in, here's more information on how to use Clio Connect: 
How to work with Shared Resources in Clio Connect

Answer:

Only one Clio Connect account can be created from a shared resource. 

 

 

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