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
- Go to Settings
- Select Clio for Co-Counsel & Sharing
- Select Shared Clio for Co-Counsel Resources
- Select Stop Sharing below the Matters listed
For EMEA Firms
- Go to Settings
- Select Clio Connect & Sharing
- Select Shared Clio Connect Resources
- Select Stop Sharing below the Matters listed