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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How to Stop Sharing Something That is Shared via Clio for Co-Counsel / Clio Connect?

Objective:

  • Stop Sharing a Document
  • Stop Sharing a Matter
  • Stop Sharing a Bill
  • Stop Sharing a Folder
  • Stop Sharing a Message
  • Un-share something shared via Clio for Co-Counsel / Clio Connect
  • Unshare Clio for Co-Counsel / Clio Connect
  • Trying to Delete a Secure Message

Environment:

  • Clio Manage
  • Clio for Co-Counsel 
  • Clio Connect

Additional Information:

User must have Administrative permissions in Clio to access the Clio for Co-Counsel / Clio Connect & Sharing option in settings. To learn how to change user permissions, please click here.

Procedure:

Option 1:

  1. Go to Settings on the left-hand side
  2. Click Clio for Co-Counsel / Clio Connect & Sharing
  3. Select the Shared Clio for Co-Counsel / Clio Connect Resources sub-tab
  4. Click Stop Sharing under the item you no longer wish to share

Option 2:

  1. Navigate to the specific Contact or Matter
  2. Click the Clio for Co-Counsel / Clio Connect tab
  3. Click Stop Sharing under the item you no longer wish to share
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