2017

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KCS - Is there a faster way to go back to a Matter or Contact I was viewing?

Objective:

  • To use the Recent(s) side bar effectively.
  • To navigate quickly through Clio.

Environment:

  • Clio Web App

Additional Information:

For more information about the Recent side bar click here.

Answer:

Previous Clio:

Yes, along the bottom right side of the page there is a section called Recent that lists the most recent Matter or Contact you were viewing. By clicking on a link from within this section you will be automatically taken back to that page.

New Clio Experience:

Yes, if you go to the grey "Recents" drop down menu in the top bar it lists the Matters and Contacts that you were previously viewing. By clicking on a link from within this drop down you will be automatically taken back to that page.

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