Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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 Manage

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality