KCS - How to Check which Activity Categories are Visible to Co-counsels

Objective:

  • Verify which Activity Descriptions are shared in Clio Connect

Environment:

  • Clio Web App
  • New Clio Experience

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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