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How To View a Contact's Related Matters

Objective:

  • Related Matters for a Client
  • Client's Related Matters
  • Client's Associated Matters

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Start typing the Contact name in the Search Bar
  2. Select desired Contact from dropdown menu
  3. In the Contact card, see the Associated Matters tab
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