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How to Check which Activity Categories are Visible to Co-Counsels

Objective:

  • Verify which Activity Descriptions are shared in Clio Connect

Environment:

  • Clio Manage

Additional Information:

How to Make an Activity Category Available to Co-Counsels

Procedure:

  1. Go to Activities
  2. Select Activity categories
  3. Refer to the "Co-counsel" column

 

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