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Why am I Receiving a Link to Create A Clio Connect When Receiving an Event Email Notification?

Objective:

  • Firm user receiving Clio Connect link to view calendar event.
  • When firm user clicks on Clio Connect link to view event, it takes them to the Firm Dashboard. 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

The user is also a Contact in their Manage account, and the inviter has selected them from the list of Contacts instead of the list of Firm Users when sending the invite.

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