Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

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

Objective:

  • Can Related Contacts See Shared Items

Environment:

  • Clio Manage
  • 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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality