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KCS - Can I Assign a Clio Connect Co-Counsel a Position?

Objective:

  • Co-Counsel Position
  • Clio Connect User Type

Environment:

  • Clio Web App

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.

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