Objective:

• To determine exactly what is seen/shared when something, mainly a matter, is shared through Clio Connect. 

Environment:

• Clio Connect/Manage.

Additional Information:

A helpful video that displays Clio Connect from the perspective of the client https://support.clio.com/hc/en-us/articles/227142608-Video-Clio-Connect-from-the-Client-s-Perspective 

Answer:

When sharing items through Clio Connect you will typically designate an exact item to share (I.E a specific document or bill) however, when a matter is shared the data shared for this Matter include: General matter and contact information, contacts related to the matter, notes, time entries assigned to the shared party and detailed communications.