Objective:
- Clio Connect has not been able to sign in, look to see if the user has signed up for a Clio Connect account
- How to tell if the Clio Connect user has signed up for an account
- Will the Firm Feed Let me Know When My Clio Connect User has Signed up for an Account
Environment:
- Clio Manage
Additional Information:
To learn about what Clio Connect is, see here.
The Firm Feed will display some Clio Connect user activity.
Procedure:
Navigate to the Firm Feed:
- Click Dashboard in the left main menu
- Click the Firm Feed tab at the top
- [Optional] Select the Clio Connect user from the User dropdown menu
- The activity will say: ________ has accepted the invitation to Clio Connect [some amount of time] ago.