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Do Co-Counsels Have Access to a Firms Contact List in Clio Connect?

Objective:

  • To determine if Co-Counsel can communicate with the Firms clients via Clio Connect
  • Is there a way to share Clio Contacts with a Clio Connect user?
  • Can a Clio Connect user contact Clients via Communications?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, Co-Counsel does not have access to the Firms Contacts within Clio Connect. 

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