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How Do I Change a Clio for Co-Counsel / Clio Connect Email When I Receive an Error?

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

    • 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. 

Clio for Co-Counsel / Clio Connect User

    1. Log into your Clio for Co-Counsel / Clio Connect account that is currently using the email you wish to change
    2. Change your email
    3. Log into your Clio for Co-Counsel / Clio Connect account that whose email you wish to change
    4. Change your email. 
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