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How to View a List of Clients


  • View Only Contacts with Matters
  • Filter Contacts
  • Separate Contacts from Clients


  • Clio Manage

Additional Information:



New Clio:

  1. Click on the main Contacts tab
  2. Click Filters
  3. Open the Contact Type drop-down menu
  4. Click Client
  5. Click Apply Filters
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