How to View a List of Clients

Objective:

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

Environment:

• Clio Web App

Additional Information:

n/a

Procedure:

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

Previous Clio:

1. Click on the main Contacts tab
2. Select the sub-tab for Clients