KCS - 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
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