KCS - Can I Search for Matters in the New Time Entry/Expense Form by Entering the Client's First Name?

Objective:

  • Can I search for a Matter Number in the Time Entry/Expense Matter field by entering a Client's First Name?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Only if the Matter Number you are searching for contains the Client's first name.

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