Objective:
- An option to quickly access a Clio webpage with prefiltered Contacts or Matters
Environment:
- Clio Manage
Additional Information:
- The Contact or Matter must already be entered in Clio
Procedure:
- 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