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