Clients and Co-counsel

Articles

• ★ What Happens To A Contact When A Clio Connect User Creates Their Account?
• Is It Possible to Request Specific Files from Clients in Clio Connect?
• How is My Client Notified When I Share Resources With Them via Clio Connect?
• How Can I Indicate an Invoice is Past Due When Shared via Clio Connect?
• How to Switch Between Different Clio Connect Accounts as Non-Clio Manage User?
• Will My Clients Have Access to their Clio Connect Account Even After their Matter Has Been Closed?
• How Can Clio Connect Users View Document Versions and Comments?
• How to Share Resources via Clio Connect to Clients With More Than one Company
• Can I Sync My Email With Clio Connect?
• Can I Set the Default Email Address or User Clients Respond to on Clio for Clients
• Unable to Log In to Clio Connect From Mobile Phone?
• Error "Manage:: ClientConnectUserRole::ResourceNotAccessible When Reading a Secure Message in Clio Connect
• Can I Assign Tasks to a Co-Counsel via Clio Connect?
• I Cannot See the Bill Shared by My Attorney in Clio Connect
• Is Clio for Clients Available to all Users yet?
• Is a Password Required to Access Documents Shared Via Clio Connect?
• How Can I View a Bill/Document That Was Shared With Someone Else and Forwarded to Me, If I Don't Have a Clio Account?
• Can You Select What Documents You Would Like a Client To View via Clio Connect?
• If a Firm Cancels Their Clio Manage Account, Will Their Clients Still Be Able to Access Their Clio Connect Portal?
• When a Co-counsel Enters Time, How Long Does It Take Before That Is Shown in Clio Manage?
• Can Co-Counsel Add Non-Billable Time?
• Do I Get a Notification When My Client's Upload Documents Using Clio for Clients?
• How Do I Change the Email Address Connected to My Client's Clio For Clients App?
• Can I Convert a Co-counsel to a User?
• Can a Trial User Share a Matter to Co-Counsel?
• Are Co-Counsels Only Able to See Secure Messages in Clio Connect?
• Does my Client have to Exist in Clio as a Contact in Order to Create a Clio Connect Account?
• Do I Need To Pay For An Additional User To Be Able To Share A Matter With Co-Counsel?
• When a Co-Counsel Also Has a Clio Account, Will Both Users Automatically Have Access to Their Own Clio Connect Account Once Something Has Been Shared?
• Can You Customize the Clio for Clients Emails Sent to the Client?