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How to Filter Matters by Client Name

Objective:

  • How to search Matters by Practice Area

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

 Previous Clio

  1. Select Matters
  2. Select Filters
  3. Click in the Search Bar, and type the name of the Client in the search field
  4. Select Search 

New Clio

  1. Select Matters
  2. Select Filters
  3. Click Client drop down menu

 

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