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Filter scoped client by status

To filter a scoped client by status, select a status from the “Filter by” dropdown on the left side of the “Scope Client” window,

To filter a scoped client by status, select a status from the “Filter by” dropdown on the left side of the “Scope Client” window (existing firm clients, new firm clients, under review status, incomplete status, in-progress status, needs confirmation status, or confirmed status). This will filter the list for those scoped clients with the selected status.