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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:

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

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