The Clio Cloud Conference is happening October 26-29. Save your spot.

Clio for Co-Counsel was formerly called Clio Connect. If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.

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.