Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.
KCS - How to Bookmark Favorite 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