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KCS - How to Filter for Matters

Objective:

  • How to Filter for Matters 
  • How do I show Matters in only my cases? 

Environment:

  • Clio Web App 
  • Matters 

Additional Information:

n/a

Procedure:

1. Select Matters 
2. Select Filter
3. Enter data in the relevant fields
4. Select Search 

 

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