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.
Can I Assign a Clio Connect Co-Counsel a Position?
Objective:
- Co-Counsel Position
- Clio Connect User Type
Environment:
Additional Information:
Position Field for Co-Counsels appear in the Bill Themes when 'Show Attorney Summary' and 'Show Attorney Position' are both enabled.
Answer:
No, it is not possible at this time to assign or alter a position for a Clio Connect co-counsel.
