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Why Do Only Some Contacts Have a 'Client' Bubble Beside Their Name in Clio Manage?

Objective:

  • What does the green 'Client' bubble mean?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Once a Matter is created for a Contact, that moves the Contact to the Client status and puts a green 'Client' bubble beside their name on the main Contacts page.

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