KCS - How To Add Other Contacts to a Matter

Objective:

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

Environment:

  • Clio Web App
  • Matters
  • Contacts 

Additional Information:

N/A.

Procedure:

  1. Go to the Matter. 
  2. Click on the Contacts sub-tab, then click on the Add button.
  3. Fill in their Relationship and in the Contact field select the Contact.  
  4. Click Save.
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality