- Ability to choose Co-counsels from picklists to send Calendar and Task Reminders.
- Why doesn't co-counsel name appear in a dropdown menu?
- Clio Manage
- It is not necessary for the Co-counsel to be an attendee for a Calendar Event or the assignee for a Task.
- 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.