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Changing a Clio Connect Contact's Email Address

You can view what email address is used for a client's Clio Connect account by going to their contact page, where "(Clio Connect)" will appear next to the email address in use.

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In order to change the email address a client uses for Clio Connect, "Edit" the contact. There is a Clio Connect email field where you can add or edit the appropriate address. Remember to save any updates.

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Please note: This field is editable only if the Clio Connect user has not created their account 

If the Clio Connect user has already created their account, the text field is disabled with a message as below. This is because the Clio Connect account is signed into by the Clio Connect user and as such, they have control over which email is used. 

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