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How Do I View a Matter's Details in the Pipeline?

Objective:

  • How do I view Matter details in Clio Grow Pipeline
  • View Matter details in the pipeline
  • Quick way to view Matter details in Clio Grow
  • Quick View for Matter Details in the pipeline

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Find the desired Matter in the Pipeline
  2. Click Quick View on the bottom right of the Matter
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