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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.
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.