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Does Co-Counsel have to have their Own Clio Subscription to Share Matters?

Objective:

  • To determine if the person I am sharing a resource with needs their own Clio Subscription to view it.

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

n/a

Answer:

No, when a resource is shared, it will always prompt to create a Clio Connect account, whether you have a Clio Account or not. 

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