Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

Can You Restrict Client Information Shared in Clio Connect?

Objective / Issue / Question (choose one):

  • Can you restrict client information shared in Clio Connect with Co-Counsel? 

Environment:

  • Clio Manage
  • Clio Connect

Answer:

No you cannot restrict client information when sharing a Matter via Clio Connect. 

 

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