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How Do I View Related Contacts For a Matter?

Question:

  • Where can I see the Related Contacts on the Matter page?
  • How can I see my Related Contacts for a Matter?
  • Where can I find the Related Contacts for a Matter?

Environment:

  • Clio Manage

Additional Information:

  • Click here to see how to add a Related Contact to a Matter. 

Answer:

  1. Press the Matters Tab
  2. Search for the Matter
  3. Open the Matter Dashboard
  4. On the right press the arrow next to Related Contacts.
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