KCS - How To Share a Matter with a Co-Counsel

Objective:

  • 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.

Environment:

  • Clio Web App
  • Clio Connect
  • Matters

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.

Procedure:

  1. Find the Matter that you want to share with a Co-Counsel
  2. Click Share top right
  3. Type in the Co-Counsel Contact under Contacts
  4. Click Share to notify the Contact
  5. Check off Notify contacts via email to make sure they're alerted
  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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