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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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