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.