Objective:

• The process of creating a Co Counsel in Clio for Co Counsel in order to share a Matter with them
• The process of creating a Co Counsel in Clio Connect in order to share a Matter with them
• Share a Matter
• Record Time as a Co Counsel
• Third-party recording Time
• Clio and Clio for Co Counsel
• How do I add a co-counsel through Clio for Co Counsel / Clio Connect
  

Environment:

• Clio Manage
• Clio for Co-Counsel 
• Clio Connect 

Additional Information:

• For further information on sharing items through Clio for Co-Counsel / Clio Connect, please see the following: Sharing Resources via Clio for Co-Counsel / Clio Connect

Procedure:

Part 1:

1. On the left-hand side, click on the Contacts tab
2. On the top right, click on New Person button
3. Add the Co-Counsel's name, email address and any other relevant details

Part 2:

1. On the left, click on the Matters tab
2. Click on the Matter that you would like to share with the Co-Counsel
3. On the top right, click on the Share button
4. In the Contacts section of the Matter share window, type in and select the Co-Counsel's contact
5. Select Notify Contacts via Email if necessary
6. Click the Share button 
7. After clicking the Share button, you will notice a Co-Counsel's contact with a checkbox beside it
8. Click on the checkbox
9. Add the Co-counsel rate if necessary
10. Click on outside the Co-counsel rate box to save the rate
11. Click on the Close button
12. Click here if you want to know What Does a Co-Counsel See When a Matter Is Shared with Them?