The 2020 Legal Trends Report is now available. Get the latest insights here.

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

Objective:

  • 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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality