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What Happens When A Clio Connect User Changes Their Email?

Objective:

  • Clio Connect User Edit Email

Environment:

  • Clio Manage

Additional Information:

For a list of scenarios involving changing emails for Clio Connect check out this article: 

Clio Connect: Changing Email

Procedure:

  • The Contact's "Clio connect email" will update to the new email address
  • The Clio Connect User will log in with the new email
  • Everything shared via Clio Connect will continue to be stored using this Contact. 
    • Even if you create a new contact with the new email, the information will still be under the original Clio Connect Contact

 

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