Does your firm need to work from home due to COVID-19? Check out these key resources.

Can I Set an Automatic Filter for the Matters tab?


  • Save filter sections for Matters


  • Clio Web App

Additional Information:

How to Bookmark Favorite Clients or Matters


Although Clio itself does not include functionality for saving Filters, you can create a bookmark in your browser to quickly access a filtered list (see link above)

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