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KCS - What Does a Co-Counsel see When a Matter is Shared with them?


  • Understand Co-Counsel visibility when sharing a Matter
  • Learn what a Co-Counsel can see when a Matter is shared with them
  • Sharing Matters with Contacts 
  • Sharing Matters with Co-Counsels 
  • Contents of a Shared Matter


  • Clio Web App
  • Clio Connect

Additional Information:

Please note that although they will see the "Time" sub-tab, it will be blank. They won't see any time other users have recorded, only time that they add.

When you have shared a Matter with a co-counsel, they will receive an email with a link to access the Matter in their Clio Connect account.


 A Co-Counsel is able to see:

  • "Matter Details" page (with the exception of Billing Rate information)
  • "Client" sub-tab
  • "Contacts" sub-tab
  • "Notes" sub-tab
  • "Communications" sub-tab
  • "Time" sub-tab

They will be able to add Notes, Time Entries, and Communications to the Matter as needed.

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