The 2020 Legal Trends Report is now available. Get the latest insights here.

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:

  • 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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality