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Unable to Create or Login to Another Clio for Co-Counsel / Clio Connect Account for Documents Shared with Me by Another Firm

Question:

  • I was creating a Clio for Co-Counsel / Clio Connect account and I have Clio Manage, but I can't create an account using the email I received.
  • Why do I keep getting an error message when I try to set up a Clio for Co-Counsel / Clio Connect account?
  • I need to share a file with a different Firm, they shared a folder via Clio for Co-Counsel / Clio Connect and I can't get access to it.

Environment:

  • Clio Connect
  • Clio Manage

Additional Information:

  • n/a

Cause:

The invite was sent to a different email address and the email was manually or automatically forwarded to your main email address.

Answer:

Only the email address used for the Clio for Co-Counsel / Clio Connect invite will be able to activate the account. If the User sent the invite to an "admin@", an "info@" or a different email address that automatically forwards the email to your main email address (like "myname@"), you will not be able to create the account using the main email address.

If that's the case, please contact the Attorney/User who's sent you the Clio for Co-Counsel / Clio Connect email and ask them to replace the email address with the one you do want to use for the Clio for Co-Counsel / Clio Connect account.

If you have a Clio Manage account, you don't need to ask the attorney to use a different email. Using the same email address from your Clio Manage account will allow you to switch between your Clio Manage and Clio for Co-Counsel / Clio Connect accounts by following the steps in this article.

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