How To Share a Matter with a Co-Counsel


  • To share a Matter/case/file with a Co-Counsel in order for them to record time/hours and expenses.
  • To add a Co-Counsel billing rate when sharing a Matter.
  • To create a Clio-Connect account for a Co-Counsel to view Matter details, Client information, the Contacts tab with all of the relationships individuals may have with this Matter, Notes, Time Entries and Communications.


  • Clio Manage
  • Clio Connect

Additional Information:

  • You can view which Matters are being Shared by clicking on Clio Connect and Sharing in the Settings tab.
  • For information about Co-Counsel reporting click here.
  • A Co-Counsel must already be a Contact in Clio in order to share Matters with them.
  • If you are a Clio user, you can toggle between your Clio and Clio Connect account to view the Shared matters. For more information on that, click here


  1. Find the Matter that you want to share with a Co-Counsel
  2. Click the Share button in the top right
  3. Type in the Co-Counsel Contact under Client name(s)
  4. Check off Notify contacts via email to make sure they're alerted
  5. Click Share to send the Matter
  6. Check the Co-Counsel box
  7. Add the billing Rate for the Co-Counsel
  8. Click out of the field for it to save
  9. Close the pop up


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