KCS - What Contact Information is Visible from the Matter Dashboard?

Objective:

  • Determine how much Contact information can be viewed from the Matter page

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

  • If no Related contacts are listed, clicking on the Client's name will open a separate tab for the Contact
  • If Related contacts are listed, clicking on a Contact's name (Client or Related) will open a pop-up window on the same page; clicking on the Contact's name within that window will open a separate tab for the Contact
  • The Contact Information that displays here is not customizable at this time

Answer:

Within the Contacts section on the Matter Dashboard, you can see the names and relationships of the Client and Related Contacts; clicking on a name will display every PhoneEmail, and Address entered for that Contact

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