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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
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