Actions and Information for Co-Counsel

Access

When a matter or resource is shared with co-counsel for the first time, they will be prompted to create an account. For each new resource shared, co-counsel can use that login information to view the resources in the secure online portal.

The home page in the portal shows an overview of everything that has been shared with co-counsel, as well as a series of tabs across the top of the screen that co-counsel can access for specific items. Click the gear icon in the Clio for Co-Counsel dashboard to set up profile information. Co-counsel can update their name, profile picture, password, and time zone.

Calendar

The Calendar shows all calendar events that the outside counsel is invited to. Click the event to view event details, such as descriptions, locations, the Zoom link if applicable, and more. Co-counsel can view calendar events shared with them, but co-counsel cannot create any calendar events.

Tasks

When a firm user assigns a task to co-counsel, the task will appear in this section. Co-counsel can complete tasks and add time.

1. Sign into the portal.
2. Select Tasks > Upcoming.
3. Click Add Time to add billable time.
4. Select Mark as Complete to complete the task.

Matters

This section shows matters that have been shared with co-counsel. Co-counsel can view essential matter and client details, matter notes, and matter communications such as phone and email logs.

Activities

In this section, co-counsel can add time entries for any work done on the matter that has been shared with them. These activities will appear in Clio Manage, where the firm user can add them to bills.

1. Sign into the portal.
2. Select Activities.
3. Click Add.
4. Complete the time entry details and click Save.

Documents

Document files and folders that the firm shares with co-counsel will appear in this section. Co-counsel can preview, download, and add time to documents. Co-counsel can also upload documents and share them with the firm. To upload a document file or folder:

1. Sign into the portal.
2. Select Documents.
3. Click New.
4. Select File Upload or Folder Upload.
5. Add the file, rename it, and then select Upload Documents.
6. Optional: Click Add Time to add a time entry.

Communications

The communications tab contains all secure messages between the co-counsel and the law firm. Co-counsel can respond to messages, send new secure messages, print messages, and add time to messages directly from this page.