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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How Do I Switch Between Clio for Co-Counsel / Clio Connect Accounts With Different Firms?

Objective:

  • Toggle between multiple Clio for Co-Counsel / Clio Connect accounts
  • Co-Counsel toggle between Clio for Co-Counsel / Clio Connect accounts
  • Why am I logged into Clio for Co-Counsel / 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 for Co-Counsel / Clio Connect
  • How to open Clio for Co-Counsel / Clio Connect share from a different firm as a Clio user
  • Co-counsel access Clio for Co-Counsel / Clio Connect account
  • Sharing with Co-counsel

Environment:

  • Clio Manage
  • Clio for Co-Counsel
  • Clio Connect

Additional Information:

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

If the email address used for access to Clio and/or Clio for Co-Counsel / 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 Manage

 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 for Co-Counsel / Clio Connect account or your Firm Name

mceclip1.png

 

From Within Clio for Co-Counsel / 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 for Co-Counsel / Clio Connect account or your Firm Name

mceclip2.png

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