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Can a Co-counsel Create a Bank Account?

Question:

  • Can my co-counsel create a bank account through Clio Connect?
  • Is my co-counsel able to record transactions in accounts using Clio Connect?

Environment:

  • Clio Connect

Additional Information:

  • n/a

Answer:

• No, not at this time. Co-counsels will not be able to record transactions either.
• At this time, co-counsels are limited to recording payments on a bill that has been shared with them.

 

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