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Sharing Resources via Clio for Co-Counsel / Clio Connect

Please Note:  First time Clio for Co-Counsel / Clio Connect users must create a Clio for Co-Counsel / Clio Connect account once a resource has been shared with them. For information on how your contacts can create an account, see the this article.  

There are six things you can share via Clio for Co-Counsel / Clio Connect:  

Documents

Select the dropdown menu beside View under the Action column, click "Share with contacts" (please note there is no ability to share via Clio for Co-Counsel / Clio Connect using Box/Dropbox/Google Drive, or NetDocs).

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You can start to type in the name of the Contact you want to share with in the "Select contacts" field and choose them from the drop down list (Client will be selected as default via Matter). Also you can add an optional message. 

*Note that in order to share something via Clio for Co-Counsel / Clio Connect, the person must be an existing Contact in Clio and have a valid email address.

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Once you have shared the item, you will see a notification confirming same.

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Bills

When you are sending your unpaid bills, you can start to type in the name of the Contact you want to share with in the "Contacts" field and choose them from the drop down list (Client will be selected as default via Matter). You will see "Clio for Co-Counsel" as an option under the Additional Settings. Select it and then Send bill.

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Internal / Secure Messages 

There are a few ways to send an internal / secure message.

Via the main Communications tab

To send a message to an internal person (firm member) or a contact, click on the main Communications tab, and then click on "New internal message" and fill out the fields and send.

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Via the Communications tab within a Matter or Contact

Go to a matter or contact card, click on "Communications", click on "Internal messages" and then click on "New internal message".  Then you can create your message and "Send message".

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Contacts can view the message via Clio for Co-Counsel / Clio Connect as they will receive an email with a link to click on to access the message.

Calendar Entries

You can share Calendar entries via Clio for Co-Counsel / Clio Connect with your contacts to improve collaboration and remind them of important events.

To do so, create a new calendar entry by clicking on the "+Add" button in the main Calendar tab or in the Calendar sub-tab of a Matter. This pop-up will appear, allowing you to add details. You can then select the Clio for Co-Counsel / Clio Connect contact you would like to share with by typing their name under "Find firm users or contacts to invite" or by clicking their name under "Suggested attendees". You can remove any unwanted Contacts by clicking on the 'x' icon.

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Once you share the Calendar event with the contact, it will appear in their Clio for Co-Counsel / Clio Connect account under the "Calendar" tab.

Tasks

When creating a new Task for a contact,  click the 'Contacts' option then begin typing their name, and Save Task. 

Note that Clio for Co-Counsel / Clio Connect users will not see the Task Description, only the Task Name.

Once you click on "Save Task" you will see your Task was successfully created and Assigned.  You can see these Tasks by going to your Tasks tab, clicking on Assigned, and using the Filter option to view the results.

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Matters

You can share your Matters with a co-counsel via Clio for Co-Counsel / Clio Connect so they can view Matter details and add Notes and Communications.

To share a Matter with a co-counsel via Clio for Co-Counsel / Clio Connect, click on the "Share" button within the Matter.

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Once you have clicked on the "Share" button, you will be able to select which Contact you would like to share the Matter with, and if you check off "Notify Contacts via Email" you can add a personalized message.

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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 for Co-Counsel / Clio Connect account. The Matter share is restricted to certain information, such as the Details, Client, Contacts, Notes, and Communications. Co-counsels can add Notes and Communications to the Matter as needed.

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Share Messages

When sharing a resource via Clio for Co-Counsel / Clio Connect, you can include a message.

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This message will be stored in this Contact's Communications tab so you have a record and can keep track of time spent on the activity.

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Note on Sharing with Another Firm

You can share resources with a Clio user at another firm by adding them as a Contact to your account and sharing a resource with them. Once you have shared that resource, the other Clio user will be able to access it through Clio for Co-Counsel / Clio Connect. At this point, they will then be able to switch between accounts by clicking on their name on the bottom left of the page and selecting the correct account from the drop-down menu.

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