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Can I Share Communication Logs with a Client through Clio Connect?

Objective:

  • Give a Contact in my account access to phone or email logs

Environment:

  • Clio Manage

Additional Information:

Answer:

If you Share the entire Matter with that Client, they will have access to the Communication Logs for that Matter. However, this means that the Client will have access to a lot more Matter information than what you may want to share (including Matter details, Client information, Related Contacts, Notes and Communications), At this time, there is no way to Share Communications individually with Clients.

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