This article may be out of date!
Visit the New Knowledge Center
Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

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:

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. 

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