By David Michael and Claude (2-minute read)
When you refer a matter to outside counsel, you don’t stop caring about it. Your client still trusts you, and your reputation is still tied to the outcome. Staying informed — without micromanaging — shouldn’t mean a barrage of emails or phone tag.
Clio for Co-Counsel is a secure portal that brings your referral relationships into one organized space — so the work moves forward and nothing falls through the cracks.
What Your Firm Controls
The host firm sets the terms of collaboration. When a matter is shared, the home page in the portal shows an overview of everything that has been shared, as well as a series of tabs across the top of the screen that co-counsel can access for specific items:
- Assign Tasks – Keep outside counsel accountable with named tasks, priority levels, and due dates — without a separate project management tool.
- Share Calendar Events – Show hearings, deadlines, and key dates to co-counsel so everyone works from the same schedule.
- Share Documents & Folders. – Deliver the right files at the right time. Co-counsel always has the current version — no attachment chains required.
What Co-Counsel Can Do
Co-counsel works entirely within their own secure portal — a clean dashboard showing everything your firm has shared, organized by tabs. From there, they have two especially powerful capabilities:
- Log Time Entries. – Co-counsel posts time directly in the portal for work completed on the matter. Those entries flow into Clio Manage for your review and invoicing. No more chasing outside bills.
- Secure Messaging – All communication runs through an encrypted messaging tab — documented, printable, and in one place. Co-counsel can respond, initiate new messages, and even log time directly from the communications page.
The result? A referral relationship that’s professional, transparent, and entirely under your control — from the first shared document to the final invoice. Did you know Clio could do that?
Ready to put Clio for Co-Counsel to work in your firm? Reach out to our team at Crosspointe Consulting Group at info@crosspointecg.com or call 877-375-2810. to see what Clio can do for your firm.
See also:
How Many Open Loops Are in Your Head Right Now? Using AI in Clio Manage to Improve Law Firm Workflow
Still Tracking Prospects in Excel? Here’s Why Clio Grow Is the Better Way
David Michael has over two decades of expertise in supporting and integrating practice management software for law firms and legal agencies. His background includes serving as a Trial Court Administrator. David’s professional software experience includes implementation of case, contact, calendar, document, and accounting management software for law firms. He has customized many commercialized “off-the-shelf” applications with additional functionality based on the client’s requirements, and is skilled at migrating client data into new applications.
