KCS - Why Does the Co-counsel Not Appear in a Picklist?

Objective:

  • Ability to choose Co-counsels from picklists to send Calendar and Task Reminders

Environment:

  • Clio Web App

Additional Information:

  • It is not necessary for the Co-counsel to be an attendee for a Calendar Event or the assignee for a Task.

Answer:

  • The Co-counsel has not yet created their Clio Connect account.
  • After login credentials to Clio Connect have been created and the Co-counsel has accessed the Clio Connect portal, their name will appear in picklists in Clio.
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