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