This article may be out of date!
Visit the New Knowledge Center

Can I Access Clio Connect if I have a Clio Manage Account?

Objective:

  • I have a Clio Manage account and I was sent a message from another firm via Clio Connect
  • Switch accounts to Clio Connect

Environment:

  • Clio Manage

Additional Information:

If a client has a Clio Manage account and is sent a Secure Message they can switch between both accounts via Manage. 

Procedure:

  1. Click your name on the bottom left of your screen
  2. Click the dropdown menu under Switch Accounts 
  3. Select the appropriate Clio Connect account

 

mceclip1.png

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