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How Can I Transfer My Clio Connect Email from One Firm to a Full Access Firm Account of Another Firm?

Objective:

  • Transfer email from Clio Connect of previous, but still active, firm to another firm's non Clio Connect account
  • How to re-use a Clio Connect email for a full license on another Clio Account

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • You would need to change your Clio Connect email to another available email.  Then you can use the Clio Connect email for the other firm.

Answer:

  1. Log into Clio Connect
  2. Click on Settings (gear icon on the top right)
  3. Update your Email Address
  4. Type in your Password
  5. Click Update Information

 

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