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.
Can Clio Connect Users Run Reports on their Matters?
Objective:
- To determine if Clio Connect Users can find out information on their Matters
- Can I run a Report on all monies I have given my Attorney
Environment:
Additional Information:
n/a
Answer:
No, there is no way for a Clio Connect user to run a Report of any kind.