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How do I Find All of the Contact Information for Related Contacts?

Objective:

  • See the full details entered for a Related Contact on a Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the matter in question.
  2. Find the related contact in question in the Related Contacts section. Click the arrow next to the contact's name to view their phone number, address, and email address.
  3. Click on the contact's name to go to their contact page and view all of their information.
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