Switching Between Clio Connect Accounts when Working with Multiple Firms

Users may be a Clio Connect user (client or co-counsel collaborator) of more than one firm. Or, full Clio account users may also be invited to collaborate through the Clio Connect portal of another firm.

If the email address used for access to Clio and/or Clio Connect is the same, then users will be able to easily switch between accounts by clicking on their user icon or initials in the Clio header and selecting the desired firm from the "Switch Accounts" dropdown. 

Switching Accounts in Clio

Switching Accounts in Clio Connect

When you switch accounts, you will have access to all of the resources the second firm has shared with you. 

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