Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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 Web App

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.

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