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Can I Share and Edit Matters, Documents, and Contacts with Another Firm Directly in Real-Time?

Objective:

  • Real-time edits between two firms
  • Live collaboration between Clio Manage accounts

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • To learn more about what can be shared using Clio Connect, please click here.

Answer:

At this time, it is not possible to collaborate directly with another Clio Manage account to edit Matter information, Documents, or Contacts in real-time. If you are wishing to see this ability, please submit a Feature Request via email to support@clio.com, or speak to one of our consultants over the phone 1-888-858-2546 (ext. 2) during our regular operating hours (Monday 12:00am - Friday 11:59 pm PST).

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