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How Can I get a Contact to Appear in the Clients Filter?


  • What makes a Contact appear under Clients
  • How to get a Contact to appear within the Clients sub-tab


  • Clio Manage

Additional Information:

The Clients filter is available from within the main Contacts tab by clicking the Filter subtab in the top right.


Contacts will appear within the Clients tab after that Contact has been assigned as the Client on a Matter. 

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