KCS - How To Find A Matter That Does Not Have a Client Attached

Objective:

  • Client got deleted, how do I find the Matter.
  • A quick way of finding all Matters not attached to Clients

Environment:

  • Clio Web App

Additional Information:

Procedure:

  1. Go to the Matters tab
  2. Click the Client tab so the names are organized from Z-A

Matters not connected with Clients will show up first.

 

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