KCS - How to Make an Activity Category Available to Co-Counsels

Objective:

  • Share an Activity Description in Clio Connect

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

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

Procedure:

  1. Go to Activities
  2. Select Activity categories
  3. Click on Edit for the appropriate category
  4. Check the box, "Visible to co-counsel"
  5. Click Save category
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