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How do I Revoke Co-Counsel Privileges when Sharing a Matter?

Objective:

  • I shared a Matter with a Client and I accidentally gave them Co-Counsel privileges

Environment:

  • Clio Manage

Additional Information:

Removing Access to Shared Resources

Procedure:

  1. Navigate to the Matter
  2. Click Share
  3. Ensure that Co-Counsel is not checked
  4. Click Close

 

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