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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.

Can Clients Have Access to Both Clio Connect and Clio for Clients?

May 26, 2022 01:34

Objective:

Can Clients use both Clio Connect and Clio for Clients?

Environment:

Clio Manage

Additional Information:

Answer:

Yes clients can have access to both Clio Connect and Clio for Clients, but it is recommended that you use just Clio for Clients for client communication as it has been built with a great client experience in mind. It is recommended that you use Clio Connect with Co-Counsel, to share resources and collaborate on cases with them.