KCS - How Can I get a Contact to Appear in the Clients Sub-Tab?

Objective:

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

Environment:

  • Clio Web App

Additional Information:

The Clients sub-tab is available from within the main Contacts tab

Answer:

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

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