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What Happens When A Clio for Co-Counsel / Clio Connect User Changes Their Email?

Objective:

  • Clio for Co-Counsel / Clio Connect User Edit Email

Environment:

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

Additional Information:

For a list of scenarios involving changing emails for Clio for Co-Counsel / Clio Connect check out this article: Clio for Co-Counsel / Clio Connect: Changing Email

Procedure:

The Contact's "Clio for Co-Counsel / Clio Connect email" will update to the new email address and the Clio for Co-Counsel / Clio Connect User will log in with the new email. Everything shared via Clio for Co-Counsel / 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 for Co-Counsel / Clio Connect Contact.

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