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

Objective:

  • See all bills, documents, folders, calendars, matters shared via Clio Connect 

Environment:

  • Clio Web App

Additional Information:

N/A

Procedure:

There are two ways to view the items shared.

You can do this either by Contact:

  1. Go to the Contact in question
  2. 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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