Collect eCheck and card payments directly through Clio. Find out how.

Do I Have to Be a Clio Subscribed User to Access Clio for Co-Counsel / Clio Connect?

Question:

  • Do I need a paid subscription to use Clio for Co-Counsel / Clio Connect
  • Can I share information from Clio with an outside party with no Clio account?

Environment:

  • Clio Manage
  • Clio for Co-Counsel
  • Clio Connect

Additional Information:

Answer:

No, users of Clio for Co-Counsel / Clio Connect are not required to pay for a Clio subscription. 

Clio for Co-Counsel / Clio Connect is a product the originating user has access to by being a Clio subscriber.  The Clio user who is sharing resources through Clio for Co-Counsel / Clio Connect has the permission to allow their chosen contact the ability to collaborate using the Clio for Co-Counsel / Clio Connect portal with limitations. 

To review these limitations, please refer to the following article:

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