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Does my Client have to Exist in Clio as a Contact in Order to Create a Clio Connect Account?

Question:

  • Can a Client create a Clio Connect account if they aren't entered in Clio as a Contact?

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes, you would have to add that person as a Contact first in Clio in order for them to create a Clio Connect account.

 

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