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KCS - How to Bookmark Favorite Clients or Matters


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


  • Clio Web App

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 options to choose the favorite Client or Matter
  3. Use the Bookmark option for the browser that you are using, as outlined here 


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