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Why Don't I See a Transactions Subtab Within the Matter?


  • I do not see a Transactions tab on my Matter's / Client's details page
  • I cannot see a Transactions subtab in my Matter


  • Clio Manage

Additional Information:



Not having access to the Transactions tab likely indicates that you don't have Accounts permissions. Please speak to one of your firm's Clio Administrators to add these permissions to your profile. 

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