Matter Quick View in Clio Grow

Access and edit information about your leads at a glance with the Matter Quick View.

To access the Quick View from the Matter Pipeline page:

1. Locate the Matter you want to view
2. Click Quick View on that Matter card

The Quick View of that Matter is then displayed:

The Quick View includes:

• Matter Details (including status and custom field data)
• Contact information
• Timeline of activity on the Matter