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:
- 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
- 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