Earn up to $250 in gift cards this summer. Find out how.

Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

What Happens To A Contact When A Clio for Co-Counsel / Clio Connect User Creates Their Account?

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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality