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How do I Change a Clio Connect Email When I Receive an Error?

Objective:

  • Error When Editing Clio Connect Email

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

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

Clio Connect: Changing Email

Procedure:

  • Firm
    • It's possible that another Contact in your Clio account has already been set up as a Clio Connect email. If this is the case, you can free that email up for re-use by:
      • Editing the original Contact and editing the "Clio connect email" or
      • Deleting the original Contact that's associated to that "Clio connect email" 
    • Note that anything shared to the original Contact will need to be re-shared. 
  • Clio Connect User
    • Log into your Clio connect account that is currently using the email you wish to change
    • Change your email
    • Log into your Clio connect account that whose email you wish to change
    • Change your email. 
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