KCS - What Are My Options To Access Another Firms Data?

Objective:

  • My firm is merging with another. How can I access the other account in the meantime?
  • What are some options in order to access another firms account?

Environment:

  • Clio Web App

Additional Information:

Sharing via Clio Connect FAQs

How To Add Another User

Answer:

A firm can create a Clio Connect user account to share specific data. To have full access to the account, we recommend that the firm buys an extra license and create a user to have full range of the data. 

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