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How do I Add a Co-Counsel in Clio?

Objective:

  • Find out the process of creating a Co-Counsel in Clio in order to share a Matter with them
  • Co-Counsel
  • Share a Matter
  • Record Time as a Co-Counsel
  • Third-party recording Time
  • Clio Connect

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

For further information on sharing items through Clio Connect, please see the following: Sharing Resources via Clio Connect

Procedure:

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

 

 

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