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How do I View a Client List?

Objective:

  • How do I view a list of all my Clients
  • Where do I see my Contacts that are Clients

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click on the main Contacts tab
  2. Select Filters on the right-hand side
  3. Select Client
  4. Click on Apply Filters

 

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