Clio Connect is a secure online portal designed for law firms and outside counsel to communicate and share resources. Law firms and co-counsel can send secure messages, share documents and calendar events, assign tasks, and add time entries to billable work.
Set up portals
Before sharing messages and resources with co-counsel, you need to create the outside counsel as a contact in Clio. Once created as a contact with a valid email address, you can share a matter with them, which will create a secure online portal that they can view the matter information from. When a matter is shared, co-counsel can view basic matter and contact details, notes, and any email and phone logs linked to the matter.
- Go to the matter you want to share and click Share.
- Enter the name of the outside counsel.
- Optional: Check the box for Notify contacts via email to notify co-counsel that a matter has been shared with them.
- Click Share. Co-counsel will receive an email to join the secure portal and view the matter.
Add co-counsel billing rate
After adding co-counsel to a matter, you can also enter a specific billing rate for your co-counsel. If you enter this rate, your co-counsel can bill for their work using their own rate rather than your firm’s default rate.
- Go to the matter you want to share and click Share.
- Check the box for Use co-counsel rate.
- Enter the rate.
- Click Close to finish.