2017

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KCS - Why are there random Contacts on my Productivity by User Report?

Objective:

  • Contacts who are not users show up in Productivity by User Report 
  • Productivity by User report showing people who are not Users

Environment:

  • Clio Web App
  • Reports
  • Contacts
  • Matters
  • Clio Connect

Additional Information:

For more information on sharing Matters with co-counsels, please see: How to Share a Matter with a Co-counsel

Answer:

Once you have shared a Matter with a Contact, they are considered a co-counsel and will show up on the User Productivity Report for you to monitor how many hours they have added for the week. If you no longer want them to show up, simply un-share the Matter with the Contact. For more information on how to stop sharing the Matter with the Contact, please see: How to Stop Sharing Something Shared via Clio Connect

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