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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How to see all items shared with a Contact via Clio Connect

Objective:

  • See all bills, documents, folders, calendars, matters shared via Clio Connect 
  • View list of Clio Connect users

Environment:

  • Clio Manage

Additional Information:

N/A

Procedure:

There are two ways to view the items shared.

To view items shared by Contact:

  1. Click on Contacts
  2. Click on the name of the Contact to view the Contact page
  3. Click Clio Connect subtab

 To view all items shared with all contacts:

  1. Click Settings
  2. Click Clio Connect & Sharing
  3. Click Shared Clio Connect Resources 
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