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:
You can remove Co-Counsel from your account by deleting their Contact but, they will continue to appear in Reports and Filters.
If you would like to submit a Feature Request to completely remove a Clio Connect Co-counsel from Reports and Filters, please contact Clio Support.