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

March 28, 2019 23:21

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.