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.
Can Co-Counsel's Create Matters via Clio Connect?
Objective:
- Creating new Matters via Clio Connect
- How do I create a new Matter in Clio Connect?
Environment:
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.
