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How to Share Resources via Clio Connect to Clients With More Than one Company

Objective:

  • Sharing resources via Clio Connect to clients with more than 1 company

Environment:

  • Clio Manage

Additional Information:

  • Clio Connect does not allow you to share resources if a contact has multiple companies tied to the same email address. 
  • You will need to create a 'Person Contact' and send the Clio Connect resource to them instead of the Company Contact. 

Answer:

Procedure 1: Create the Person and Company Contact

  1. Create a New Person with the primary email address
  2. Create New Companies without adding an email address
  3. Add the Person as an employee under the Company Contact

Procedure 2: Create the Matter 

  1. Create a new Matter and have the Company Contact as the Client in the Matter
  2. Add the Person as a Related Contact 
  3. Save Matter

Once you are ready to share a resource via Clio Connect, you will need to share it to the Person rather than the Company. For more information on how to share resources via Clio Connect, click here.

 

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