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Can I Share My Clio Connect (Shared) Link with Another User?

Question:

  • Can I share the Clio Connect Link that was shared with me, with another user at my firm?
  • Can the Clio Connect link shared with me be shared with another person?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, the Clio Connect link shared with a contact (client) or Co-Counsel is only available to that one user (email address).  If another user needs access to it, they will need to have their own Clio Connect link shared with them from the originating Clio Manage account.

 

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