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Will My Client Need a Clio Connect Account to Receive Tasks?

Question:

  • Will My Client Need a Clio Connect Account to Receive Tasks?

Environment:

  • Clio Manage

Additional Information:

  • More information on how to sign in to Clio Connect can be found here.
  • More information on how to share a Task with an existing Clio Connect user can be found here.

Answer:

Yes, a Clio Connect account will be needed for your Client to view the Task(s) you have assigned to them.

When you create a Task and assign it to your client, an email with a link will be sent to your client or contact asking them to sign in to Clio Connect to view the Task. 

If they don't already have Clio Connect through your account, they will be prompted to sign in and put in their relevant details to access the task.

 

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