Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Bookmark Favorite Clients or Matters


  • An option to quickly access a Clio webpage with prefiltered Contacts or Matters


  • Clio Web App

Additional Information:

  • The Contact or Matter must already be entered in Clio


  1. Go to the main Contacts or Matters page
  2. Click Filters to the right of the screen and choose the appropriate selections
  3. Use the Bookmark option for the browser that you are using, as outlined here 
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