How to Access the Client Page from within a Matter in Clio

Objective:

• Accessing a Contact from within a Matter in New Clio 
• New Clio Client Matter workflow 

Environment:

• Clio Web App

Additional Information:

n/a

Procedure:

1. Open the Matter
2. On the right hand side of the page select the Name listed under Client 
3. Select the Client's name in the pop-up window