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KCS - How to View a List of Clients Only

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

Previous Clio:

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

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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