San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!
How to Bookmark Favourite Clients or Matters
- An option to quickly access a Clio webpage with prefiltered Contacts or Matters
- The Contact or Matter must already be entered in Clio
- Go to the main Contacts or Matters page
- Click Filters to the right of the screen and choose the appropriate selections
- Use the Bookmark option for the browser that you are using, as outlined here