How do I Add Related Contacts to a Matter?

Objective:

  • Be able to add other Contacts to a Matter.
  • Add more people to a case.
  • Second client on a Matter. 

Environment:

  • Clio Web App

Additional Information:

N/A.

Procedure:

  1. Go to the Matter in question
  2. Click on Add Related Contact
  3. Fill in their Relationship and in the Contact field select the Contact
  4. Click Save Matter
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