KCS - How to View a Client's Matters by Status

Objective:

  • How do I find a list of a Client's Matters by Status (Open, Pending or Closed)?

Environment:

  • Clio Web App

Additional Information:

N/A

Answer:

  1. Go to the Contact
  2. Click the Matters sub-tab
  3. Click the Open, Pending, or Closed sub-tab
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