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:
- Click on the email link to log into Clio Connect and view the Document or Matter
- It will redirect you to the Clio Connect dashboard
- Click on the circle with your initials on the top right-hand corner
- Click on the Switch Accounts drop down menu
- Switch between the desired law firm account
- Click on the Documents tab to viewed shared Documents or Communications for Secure Messages