Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them
here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.
How to Check which Activity Categories are Visible to Co-Counsels
Objective:
- Verify which Activity Descriptions are shared in Clio Connect
Environment:
Additional Information:
How to Make an Activity Category Available to Co-Counsels
Procedure:
- Go to Activities
- Select Activity categories
- Refer to the "Co-counsel" column
