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

Objective:

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

Environment:

  • Clio Manage

Additional Information:

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

Answer:

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

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