Objective:
- To determine how to disconnect a Clio for Co-Counsel / Clio Connect account
- How do I cancel my Clio for Co-Counsel / Clio Connect account with a firm?
- I am working with a different law firm and have a new Clio for Co-Counsel / Clio Connect Account. How do I cancel or disable my other Clio for Co-Counsel / Clio Connect account?
Environment:
- Clio Manage
- Clio for Co-Counsel
- Clio Connect
Additional Information:
- A Contact can be recovered by an Administrator in the Clio Settings > Recovery Bin
- You are able to switch between two Clio for Co-Counsel / Clio Connect accounts. Please refer to this article for more information.
- Any documents shared by that Clio for Co-Counsel / Clio Connect account will still be viewable in your documents in Clio under a folder with the client's name
Procedure:
Clio for Co-Counsel / Clio Connect User
In order to cancel your Clio for Co-Counsel / Clio Connect Account, please reach out to the Firm you would like to cancel with and ask them to delete you as a Contact.
Firm
- Navigate to the Contact in question
- Click the blue Edit contact button
- Click the red Delete Contact button
- Check the box that confirms you understand the consequences of this action
- Click the red Delete Contact button to complete the deletion