KCS - 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

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.

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