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How Do I Switch Between Clio Connect Accounts With Different Firms?

Objective:

  • Toggle between multiple Clio Connect accounts
  • Co-Counsel toggle between Clio Connect accounts
  • Why am I logged into a Clio Connect with a previous firm? 
  • Account Switcher
  • Access a different Clio Account
  • Switching Between Clio Accounts when Working with Multiple Firms
  • How to download documents shared from a different firm 
  • How to download shared documents via Clio Connect 

Environment:

  • Clio Manage

Additional Information:

Users may be a Clio Connect user (client or co-counsel collaborator) of more than one firm. Or, full Clio account users may also be invited to collaborate through the Clio Connect portal of another firm.

If the email address used for access to Clio and/or Clio Connect is the same, then users will be able to easily switch between accounts by clicking on their user icon or initials.

Procedure:

Switching between Accounts in Clio

 From Full Clio Account

  1. On the bottom left-hand corner of the page, click your Initials or a Profile Picture you may have uploaded
  2. Click Switch Accounts 
  3. Select either your Clio Connect account or your Firm Name

mceclip1.png

 

From Within Clio Connect

  1. On the top of the page, select either your Initials or a Profile Picture you may have uploaded
  2. Click Switch Accounts 
  3. Select either your Clio Connect account or your Firm Name

mceclip2.png

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