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Can I invite multiple clients to one common Clio Connect account?

Objective:

  • Can I invite multiple clients to one common Clio Connect account?
  • Multiple people accessing same Clio Connect account with their own login credentials
  • Can I Invite Multiple People To One Matter With Access To All Items in Clio Connect?

Environment:

  • Clio Manage

Additional Information:

  • Multiple invites can be sent to different people for the same Matter, however each Clio Connect user will have access only the the items shared with them.

Answer:

No. Each Clio Connect user will have a unique account, where they can only view data shared with them.

 

Workaround:

Share all Data with each Clio Connect user individually.

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