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


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


  • Clio Web App

Additional Information:



  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 


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