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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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