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What is Clio for Co-Counsel / Clio Connect?

Objective:

  • What is the client portal Clio for Co-Counsel / Clio Connect
  • I have an email about Clio for Co-Counsel / Clio Connect, what is that? 
  • Why did I receive an invite to Clio for Co-Counsel / Clio Connect?
  • What is the definition of Clio for Co-Counsel / Clio Connect?
  • What does Clio for Co-Counsel / Clio Connect do?
  • Define Clio for Co-Counsel / Clio Connect

Environment:

  • Clio Manage 
  • Clio for Co-Counsel
  • Clio Connect

Additional Information:

  • Key Resources: Clio for Co-Counsel / Clio Connect
  • If you are a firm taking on a new Attorney, we highly recommend signing them up for an additional license. A Clio for Co-Counsel / Clio Connect will not offer a complete list of tools needed for an Attorney to manage their Matters.
  • If you are taking on a Contract Attorney (or co-counsel), you can share Matters with them via Clio for Co-Counsel / Clio Connect, effectively allowing them to enter Time Entries [click here for details].
  • If you are a Client viewing shared resources, you can learn more about Clio for Co-Counsel / Clio Connect by clicking here.

Answer:

Clio for Co-Counsel / Clio Connect is a portal used for sharing resources with Clients and contact attorneys. Clio for Co-Counsel / Clio Connect also enables users to send Documents and Secure Messages to their clients or co-counsels.

Firms can also use Clio for Co-Counsel / Clio Connect to give contract Attorneys the ability to track time and add Matter Notes.

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