Objective:
- Contact Creating Clio for Co-Counsel / Clio Connect Account
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:
- A "Clio for Co-Counsel / Clio Connect email" will be added to the Contact
- This email will always be the one that a Clio for Co-Counsel / Clio Connect User uses to log in