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How Do I Remove the Co-Counsel Tag From a Contact?

Objective:

  • Why is there a Co-Counsel Tag on a Contact?
  • How to stop sharing a Matter with a Co-Counsel?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

    1. Navigate to the previously shared Matter
    2. Click Share at the top right corner
    3. Click Stop sharing
    4. Click Continue
    5. Click Close
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