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How do I Cancel a Clio for Co-Counsel / Clio Connect Account?

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

  1. Navigate to the Contact in question
  2. Click the blue Edit contact button
  3. Click the red Delete Contact button
  4. Check the box that confirms you understand the consequences of this action
  5. Click the red Delete Contact button to complete the deletion

 

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