KCS - When a Co-Counsel Becomes a Full User, What Happens to Their Time Entries?

Objective:

  • Locate Co-counsel Time Entries after they become a full user. 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

The Time Entries entered into Clio Connect by a co-counsel will be associated with that co-counsel name. When the co-counsel gets added as a full user, another user will get created. Therefore, it is recommended to change the user name slightly so you can differentiate between the two.

For example, if the co-counsel was entering time as Jonathan, you will want to add the full user as Jon.

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