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
   
2. It will redirect you to the Clio Connect dashboard
   
3. Click on the circle with your initials on the top right-hand corner 
   
4. Click on the Switch Accounts drop down menu 
   
5. Switch between the desired law firm account
6. Click on the Documents tab to viewed shared Documents or Communications for Secure Messages