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How to Switch Between Different Clio Connect Accounts as Non-Clio Manage User?

Objective:

  • How to Switch Between Different Clio Connect Accounts as Non-Clio Manage User?
  • How to Switch Between Multiple Clio Connect Law Firm?
  • How to View Documents Sent By Multiple Different Law Firms Through Clio Connect?

Environment:

  • Clio Connect

Additional Information:

  •  

Procedure:

  1. Click on the email link to log into Clio Connect and view the Document or Matter
    Screen_Shot_2021-01-15_at_7.17.09_AM.png
  2. It will redirect you to the Clio Connect dashboard
    Screen_Shot_2021-01-15_at_7.17.35_AM.png
  3. Click on the circle with your initials on the top right-hand corner 
    Screen_Shot_2021-01-15_at_7.52.11_AM.png
  4. Click on the Switch Accounts drop down menu 
    Screen_Shot_2021-01-15_at_7.17.22_AM.png
  5. Switch between the desired law firm account
  6. Click on the Documents tab to viewed shared Documents or Communications for Secure Messages

 

 

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