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Is There A Way To Remove a Clio Connect Co-Counsel From My Account?

Objective:

  • Remove Client's Name from Report
  • Hide Co Counsel from Filters
  • Accidentally Shared Matter with Client and Made Them a Co-Counsel
  • Remove co-counsel tag

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

There is not a way to stop a co-counsel from showing in your account. Even if you stop sharing Matters with them or delete the Contact, they will continue to appear in Reports and Filters as expected.

If you would like to submit a Feature Request to completely remove a Clio Connect Co-counsel from Reports and Filters, please contact our Support Team at +1-888-858-2546 ext 2.

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