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Can I Search for Matters in a 'Matter' Field by Searching the Client's Name?

Objective:

  • Can I Search for Matters in a 'Matter' Field by Searching the Client's Name?
  • Searching Matters Page by Client Name

Environment:

  • Clio Manage

Additional Information:

  • If you set the Matter Names as the client's name, you will effectively be able to search by client.

Answer:

No, Matter search fields must be searched by Matter Name.

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