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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.

How to Tell If a Contact Has Accepted Their Clio Connect Invitation

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: 

  1. Click Dashboard in the left main menu
  2. Click the Firm Feed tab at the top 
  3. [Optional] Select the Clio Connect user from the User dropdown menu
  4. The activity will say: ________ has accepted the invitation to Clio Connect [some amount of time] ago. 

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