Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - Where can I find Data tables in the New Clio Experience?

Objective:

  • Where to locate data tables.
  • Where are data lists located in Clio? 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Data tables can be found on these pages:

  • Matter listing
  • Activities
  • Bills
  • Accounts
  • Communications
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality