This article may be out of date!
Visit the New Knowledge Center

How To See Everything Shared with a Contact?

Objective:

  • How do I view all Matters shared with a Co-counsel
  • Filter for Matters shared with a Co-counsel
  • See all Matters shared with my Co-counsel in Clio Connect
  • How To See Everything Shared with a Co-counsel

Environment:

  • Clio Manage

Additional Information:

This feature is for all users.

Procedure:

  1. Go to the Contact
  2. Click the Clio Connect subtab

 

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