Objective:
- Find a Matter in Clio Connect
Environment:
- Clio Manage
- Clio Connect
Additional Information:
You will only be able to search for and access Matters that have been shared with you
Procedure:
- Go to Matters
- Select the appropriate status (Open, Closed, Pending) or All to search everything
- Click the Filter option at the top-right
- Enter the appropriate text into the Search field
- Click Search