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Can I Assign Tasks to a Co-Counsel via Clio for Co-Counsel / Clio Connect?

Objective:

  • Assigning tasks to co-counsel in Clio Connect
  • Assigning tasks in Clio for Co-Counsel

Environment:

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

Additional Information:

  • For information on Working with Tasks in Clio for Co-Counsel / Clio Connect click here

Answer:

Yes, Clio allows law firms to assign tasks to people outside of their firm via Clio for Co-Counsel  /  Clio Connect. 

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