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Clients are Listed as Users in the Productivity by User Report

Issue:

  • Extra people on the Lawyer Productivity Report
  • Client appearing as User in report

Environment:

  • Clio Manage

Additional Information:

Clio for Co-Counsel was perviously called Clio Connect in North America. It is still called Clio Connect in EMEA. 

Cause:

A Matter has been shared with the Contact via Clio for Co-Counsel (North America) / Clio Connect (EMEA).

As such, the Contact has a Clio for Co-Counsel/Clio Connect account associated with the Clio Manage account. This is the case in order to report on time and activities performed by a Co-Counsel, as this would go through a Clio for Co-Counsel/Clio Connect account.

Resolution:

For North America Firms

  1. Go to Settings
  2. Select Clio for Co-Counsel & Sharing 
  3. Select Shared Clio for Co-Counsel Resources 
  4. Select Stop Sharing below the Matters listed 

For EMEA Firms

  1. Go to Settings
  2. Select Clio Connect & Sharing 
  3. Select Shared Clio Connect Resources 
  4. Select Stop Sharing below the Matters listed 
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