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How to Bookmark Favourite Clients or Matters


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


  • Clio Manage

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 
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