Can Co-Counsel's Create Matters via Clio Connect?

June 08, 2020 15:50

Objective:

Creating new Matters via Clio Connect
How do I create a new Matter in Clio Connect?

Environment:

Clio Manage

Additional Information:

n/a

Answer:

No. Co-Counsels have the ability to view Matters that are shared with them directly by the Firm. They do not have the ability to create Matters through the Clio Connect portal.