KCS - I Want to Enter Time on Behalf of my Co-Counsel

Objective:

  • The user wants to enter time on behalf of Co-Counsel, so the Co-Counsel doesn't have to log in to Clio Connect to enter this by themselves. 

Environment:

  • Clio Web App

Additional Information:

Procedure:

Clio Users cannot enter Time on behalf of their Co-Counsel, so to circumnavigate this, please follow these steps:

  1. Navigate to the Co-Counsel contact in Contacts
  2. Click Edit
  3. Replace the Co-Counsel's Primary Email with an internal email address not associated with your Clio Account
  4. Update Person
  5. Share the Matter you're hoping to enter time on behalf of Co-Counsel with the updated Contact
  6. Navigate to the e-mail address you entered under the Co-Counsel Contact Card
  7. Accept the invitation to View Matter 
  8. Create a Clio Connect account using the e-mail address you entered under the Co-Counsel Contact card
  9. Login to this new Clio Connect account and enter Time or Expenses that you'd like associated with your Co-Counsel

 

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