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How to Assign Co-Counsel as the Responsible Attorney?

Objective:

  • Edit Co-Counsel so they are listed as the Responsible Attorney at the Matter Level

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

At this time, the ability to assign co-counsel as the Responsible Attorney for reporting is not a functionality within Clio. If you would like to submit your vote for this Feature Request please email support@clio.com.

An alternative option is to create a Matter Custom Field for "Co-Counsel" to track this information within Clio Manage. 

 

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