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How Do I Switch Between My Matters in Clio for Clients?


  • How do I switch between the Matters my attorney has shared with me in Clio for Clients?
  • How do I see my other Matters in Clio for Clients?
  • How to switch between Matters in Clio for Clients
  • Can a Client Portal User Use the Same Email Address for Multiple Firm Portals?


  • Clio for Clients


On the web:

  1. Click on the Menu button in the top right cornerScreen_Shot_2022-08-12_at_10.35.14_AM.png
  2. Select Switch case (The first time you do this, you may be prompted to enter your email. Please enter your email and navigate to your inbox to use the One Time Sign-in Link that was sent to you.)
  3. Screen_Shot_2022-08-12_at_10.36.01_AM.png 
  4. Choose the Matter you want to switch to.Screen_Shot_2022-08-12_at_10.36.49_AM.png

On the mobile app:

  1. Click on the briefcase icon in the top right corner
  2. Choose the Matter you want to switch to.



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