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How to Share a Matter With Co-Counsel?

Objective:

  • How to Share a Matter With Co-Counsel
  • Share a Matter/Case/File with a Co-Counsel to Record Time and Expenses
  • Add a Co-Counsel Billing Rate when Sharing a Matter
  • Create a Clio-Connect account so Co-Counsel to view shared Matter details

Environment:

  • 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

Procedure:

  1. Find the Matter that you want to share with a Co-Counsel
  2. Click the Share, 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
  6. Check the Use Co-Counsel Rate box
  7. Enter Amount in Co-Counsel Rate 
  8. Click anywhere outside the field
  9. Notification will pop up if successful
  10. Click Close 

 

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