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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
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Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

Can I Share Notes with a Client?

July 13, 2021 05:07

Objective:

Share Matter Notes
Share Contact Notes via Clio Connect

Environment:

Clio Manage

Additional Information:

n/a

Answer:

You cannot share individual Contact or Matter Notes.

In order to share the Notes on a Matter, you would have to share the entire Matter via Clio Connect which includes additional information such as the Matter Details page, Client information, Related Contacts, Communications, and Time on top of notes.