KCS - How to View all Companies in my Contacts List

Objective:

  • How to view a list of all companies in my Clio Account

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

Previous Clio:

  1. Go to the main Contacts tab
  2. Click the Companies subtab

New Clio:

  1. Go to the main Contacts tab
  2. Click Filters
  3. Open the Contact Category drop-down menu
  4. Select Company
  5. Apply Filters
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