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Can a Co-Counsel add an Expense Entry?

Objective:

  • To Determine How Co-counsel Records Expenses
  • Adding Expenses in Clio Connect
  • Adding Costs for Co-Counsels 
  • Trackings Expense for Vendors 

Environment:

  • Clio Manage
  • Clio Connect 

Additional Information:

  • To Learn How to Record Time to Shared Matters via Clio Connect for Co-Counsels, click here
  • To Learn What Does a Co-Counsel see When a Matter is Shared with them, click here

Answer:

No, not at this time. A Co-Counsel can only add Time Entries to a Matter within Clio Connect. They cannot add Expenses to a Matter. 

If you would like this added as a Feature Request, please email us at support@clio.com, 1-888-858-2546 ext. 2 or send us a message via live chat. 

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