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