KCS - How do I Search for Matters in Clio Connect?

Objective:

  • Find a Matter in Clio Connect

Environment:

  • Clio Web App

Additional Information:

You will only be able to search for and access Matters that have been shared with you

Procedure:

  1. Go to Matters
  2. Select the appropriate status (Open, Closed, Pending) or All to search everything
  3. Click the Filter option at the top-right
  4. Enter the appropriate text into the Search field
  5. Click Search
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