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KCS - How To Add Other Contacts to a Matter


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


  • Clio Web App
  • Matters
  • Contacts 

Additional Information:



  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.
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