Can I Make A Co-Counsel A Responsible Attorney?

November 21, 2020 05:43

Objective:

When I share a matter with a Co-Counsel through Clio Connect, can they be made the Responsible Attorney

Environment:

Clio Manage

Additional Information:

Clio does not allow this because the Responsible Attorney needs access to all information regarding the Matter. Clio Connect is not intended for that purpose.

Answer:

This is not a feature that Clio provides. If you want someone to be a Responsible Attorney, they will have to be a user on the Clio Account.