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:
- On the left-hand side, click on the Contacts tab
- On the top right, click on New Person button
- Add the Co-Counsel's name, email address and any other relevant details
Part 2:
- On the left, click on the Matters tab
- Click on the Matter that you would like to share with the Co-Counsel
- On the top right, click on the Share button
- In the Contacts section of the Matter share window, type in and select the Co-Counsel's contact
- Select Notify Contacts via Email if necessary
- Click the Share button
- After clicking the Share button, you will notice a Co-Counsel's contact with a checkbox beside it
- Click on the checkbox
- Add the Co-counsel rate if necessary
- Click on outside the Co-counsel rate box to save the rate
- Click on the Close button
- Click here if you want to know What Does a Co-Counsel See When a Matter Is Shared with Them?