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How Do I See a Client's Matters?

Objective:

  • View if Client has a Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Locate the Client's Contact page using the Global Search Bar at the top left corner of Clio
    • Ensure that there is not a duplicate Contact for this Client
  2. Look on the Contact dashboard under the 'Client's matters' section
    • By default, this will display all of the Client's Matters

 

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