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

December 08, 2020 18:48

Objective:

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

Environment:

Clio Manage
Clio Connect

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.