2017

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Working with Matters in Clio Connect

Please note that when a Matter is shared via Clio Connect, they will have access to the Matter details, Client information, a Contacts tab with all of the relationships individuals may have with this Matter, Notes, Time Entries, and Communications.

If your attorney or co-counsel has shared a Matter with you via Clio Connect, you will receive an email that looks like this:

When you click on the 'View Matter' button, you will be directed to Clio's extranet portal, Clio Connect. Please review this article if you have not yet created a Clio Connect account or want to learn more about the process. Once you log in, you will be able to view the shared Matter.

If you currently have a regular Clio account, you will be directed to your account, from which you can switch into your Clio Connect account.

Upon switching into your Clio Connect account or logging in, you will be able to access the shared Matter by going to the Matters tab where you will see a list of all Matters shared with you by your attorney's firm or your co-counsel.

Once you have selected the Matter you wish to view, you will see some information. Available to you are the Matter details, Client information, a Contacts tab with all of the relationships individuals may have with this Matter, a Notes tab, Time Entries, and Communications.

You can add Notes to the Matter in the Notes sub-tab, add Time Entries to track and record work done on the case, and you can record and send messages via the Communications sub-tab.