Can I Select a Group of People to Have Access to Specific Cases?

June 21, 2021 20:10

Objective:

Can I limit the Matter Permission to a list users

Environment:

Clio Manage

Additional Information:

Managing Groups

Answer:

Yes, you are are able to set the Matter Permission level to Me, Everyone, or to a Custom Group. You will first need to create a Group within your settings, prior to editing the Matter and setting the Matter Permission to this Group.