Objective:
- To learn how to utilize the firm feed.
- To view the actions of users/members of the firm/account.
Environment:
- Clio Web App
- Firm Feed
Additional Information:
- For an overview of the Firm Feed click here.
- For more information about filtering the Firm Feed click here.
Procedure (Previous Clio):
- Go to the Practice tab
- Click Firm Feed in the sub heading to view all actions of Users on Account
- Click Filter to sort by User, Type or Deleted Only
Procedure (New Clio):
- Go to the Dashboard tab
- Click Firm Feed in the sub heading to view all actions of Users on Account
- Click Filter to sort by User, Type or Deleted Only