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KCS - Can I give the migrations team my login information to complete my import?

Objective:

  • Import my data to Clio
  • Migrate my data to Clio
  • Give Clio my password to complete an import
  • Give Migrations my password to complete an import
  • Provide login details to Clio

Environment:

  • Clio Web App

Additional Information:

What happens if I share my password with the migrations team?

Answer:

No.

In order to request remote access to an account, a member of the Clio team will send an email requesting access to the same email you use to login to your Clio account. Following the instructions in that email is the most secure way to coordinate remote account access. Once granted, this allows a four-hour window for the Clio team to access your account.

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