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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

 

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