KCS - How to Bookmark Favorite Clients or Matters

Objective:

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

Environment:

  • Clio Web App

Additional Information:

  • The Contact or Matter must already be entered in Clio

Procedure:

  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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