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Why Does the Co-counsel not Appear as an Option in a Picklist?

Objective:

  • Ability to choose Co-counsels from picklists to send Calendar and Task Reminders.
  • Why doesn't co-counsel name appear in a dropdown menu?

Environment:

  • Clio Manage

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 yet to create 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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