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How Do I Re-Share a Matter via Clio Connect?

Question:

  • Can I reshare a Matter with the same person with Clio Connect?
  • Can I resend the Matter to a Co-Counsel?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. Navigate to the shared Matter
  2. Click the Share button at the top right of the Matter
  3. Click Stop sharing beside the Contact that it has been shared with already
  4. Enter the Contacts name and click Share
    (make sure to then tick the Use co-counsel rate box, if re-sharing with a Co-Counsel)
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