KCS - Can I Filter Activities by Contact Name?

Objective:

  • Find all the Time or Expenses across multiple Matters for a single Client

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No. At this time you can, however, reorder the Matters column of the Activities tab that will group like Matters together. If your Matter Numbers have client names first, they will show together.

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