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Can I Merge a Clio Connect Account Into a Full Clio Manage Account after the Clio Connect Account was Created?

Objective:

  • Merge Clio Connect account and Clio Manage account that have the same email address. 
  • Firm user wants to Connect both their Clio Connect and Clio Manage accounts. 

Environment:

  • Clio Manage

Additional Information:

Answer:

Not at this time. 

The current workaround is as follows:

  1. Create a new Contact in Clio Manage with your email listed as the primary email address.
  2. Share a Resource to this Contact from the Clio Manage account. 
  3. Follow the prompts to create a Clio Connect account.

Once completed, the account will automatically be linked to your Clio Manage account. You can then follow the instructions above on how to switch between accounts. 

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