Objective:
- View if Client has a Matter
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- 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
- Look on the Contact dashboard under the 'Client's matters' section
- By default, this will display all of the Client's Matters