Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them
here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.
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:
Additional Information:
Removing Access to Shared Resources
Procedure:
- Navigate to the Matter
- Click Share
- Ensure that Co-Counsel is not checked
- Click Close
