KCS - Clients are Listed as Users in the Productivity by User Report

Issue:

  • Extra people on the Lawyer Productivity Report

Environment:

  • Clio Web App 

Additional Information:

n/a

Cause:

A Matter has been Shared with the Client

Resolution:

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