KCS - How to Access the Client Page from within a Matter in New 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 

 

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