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 Manage
Additional Information:
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.