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


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


  • Clio Web App

Additional Information:

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


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

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