Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Can I hide Client info when sharing Matter with Co-counsel?

Question:

  • Can I hide Client info when sharing Matter with Co-counsel?

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • n/a

Answer:

No, sharing a Matter will give access to Matter details, client information, related contacts, notes, time entries, and communications. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality