Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.
Let's looks at some of the differences between Clio and Clio for Co-Counsel / Clio Connect.
Clio
Clio subscriptions are part of a firm account for the purpose of practice management and billing. Users are able to create new tasks, calendar events, notes, documents, bills, as well as generate reports, add time entries, and view ALL resources that they have permissions to access in addition to the core data and matter management features.
Clio for Co-Counsel / Clio Connect
Firms who want to work more closely with their clients, contacts (witness, judge, etc), and co-counsels, can do so by sharing resources via Clio for Co-Counsel / Clio Connect. When sharing a resource such as a document, bill, or matter, the firm is in complete control of that resource and can remove sharing permissions at any time. Actions on these shared resources are limited, and can be compared to those actions available via a Clio account below.
This chart demonstrates what a Clio user* and Clio for Co-Counsel / Clio Connect user can do in Clio;
Resource
|
Clio Users
|
Clio for Co-Counsel / Clio Connect Users
|
| Calendar Events |
- Add, edit, delete calendar entries
- View all shared calendars across the firm account
- Add time entries to calendar events
|
- View only shared calendar events
|
| Tasks |
- Add, edit, delete tasks
- View all public tasks
- Add time entries to tasks
|
- View and Complete an assigned Task
- Add time entries to tasks
|
| Documents |
- Add, edit, delete folders, files and file versions
- Create documents via Document Automation
- Access to document integrations (Box, Dropbox, Google Drive, NetDocs)
- Add time entries to documents
|
- View and download only shared Clio documents and files
- Upload new files and new versions of files
- Add time entries to documents
|
| Bills |
- Generate, edit, delete, and view bills across the firm account
|
- View only shared bills
- Pay bills online if set up by the Clio user
|
| Secure Messages |
- Send, edit, delete, and view secure messages in matters
- Add time entries to secure messages
|
- View and respond to secure messages sent to Clio for Co-Counsel / Clio Connect user
- Send new messages
|
| Matters |
Add, edit, delete, view:
- matter clients
- matter contacts
- matter transactions
- matter notes (can also add time entries)
- matter time and expense entries
- matter documents (can also add time entries)
- matter communications (can also add time entries)
|
- View only shared matters
- View shared matter client and contact information
- View shared matter notes, add time to notes
- Add, edit, delete, and add time to own matter notes
- Add, edit, delete own time entries (no rate information)
- Add and edit own Communications
- Add time to other Communications
|
*Clio users must have the necessary permissions in order to perform the actions outlined above. To learn more about permissions in Clio, please click here.
