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Will My Clients Have Access to their Clio Connect Account Even After their Matter Has Been Closed?

January 14, 2021 18:34

Objective:

Will Clio Connect Users Have Access to Their Shared Resources After Their Case Has Been Closed?

Environment:

Clio Manage
Clio Connect

Additional Information:

Answer:

Yes, as long as the Firm Maintains their Clio Subscription, and does not un-share the resources or delete the Contact Profile from Clio Manage, the Clients will still have access to their Clio Connect Account to view shared resources.