Objective:
- Error When Editing Clio for Co-Counsel / Clio Connect 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 see here: Clio for Co-Counsel / Clio Connect: Changing Email
Procedure:
Firm
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- It's possible that another Contact in your Clio account has already been set up as a Clio for Co-Counsel / Clio Connect email. If this is the case, you can free that email up for re-use by:
- Deleting the original Contact that's associated to that "Clio for Co-Counsel / Clio Connect email"
- Note that anything shared with the original Contact will need to be re-shared.
- It's possible that another Contact in your Clio account has already been set up as a Clio for Co-Counsel / Clio Connect email. If this is the case, you can free that email up for re-use by:
Clio for Co-Counsel / Clio Connect User
-
- Log into your Clio for Co-Counsel / Clio Connect account that is currently using the email you wish to change
- Change your email
- Log into your Clio for Co-Counsel / Clio Connect account that whose email you wish to change
- Change your email.