KCS - How Do I Find A Contact?

Objective:

  • Locate a Client in my Clio account
  • Search for a Person or Company quickly

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Type the Contact's name in the Global Search bar on the top-left of Clio
  2. Once the name is visible either click the Contact, or use the arrow keys to select the contact then press Enter.

 

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