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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.

Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

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

January 21, 2022 15:16

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.