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
- On the bottom left-hand corner of the page, click your Initials or a Profile Picture you may have uploaded
- Click Switch Accounts
- Select either your Clio for Co-Counsel / Clio Connect account or your Firm Name
From Within Clio for Co-Counsel / Clio Connect
- On the top of the page, select either your Initials or a Profile Picture you may have uploaded
- Click Switch Accounts
- Select either your Clio for Co-Counsel / Clio Connect account or your Firm Name
