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How to See Which Matters are Assigned to a Co-Counsel

Objective:

  • Is there a way to check the list of matters that were shared with Co-Counsels through Clio Connect?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. Go to the Contact page of the Co-Counsel
  2. Click the Clio Connect tab
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