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How to Filter Matters by Client Name

March 11, 2019 21:24

Objective:

How to search Matters by Practice Area

Environment:

Clio Web App

Additional Information:

n/a

Procedure:

Previous Clio

Select Matters
Select Filters
Click in the Search Bar, and type the name of the Client in the search field
Select Search

New Clio

Select Matters
Select Filters
Click Client drop down menu