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.
How Do I Include my Co-Counsel's Middle Name Initial on Time Entries?
Objective:
- To Display a Co-Counsel's in Time Entries and Bills
Environment:
Additional Information:
The Co-Counsel user must be signed into Clio Connect in order to change any information
Procedure:
- Navigate to the Settings page of the Clio Connect Account
- In the first name field enter both the First and Middle Name
- Click Update Information
