Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

If I Share A Item With A Client, Will The Related Contact Also See That Shared Item?

March 13, 2019 01:47

Objective:

Can Related Contacts See Shared Items

Environment:

Clio Web App
CC

Additional Information:

n/a

Answer:

No. The item needs to be shared with that Client directly for them to see it in there Clio Connect Account.