Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How to Create a Matter


  • How to create a new Case
  • Where to create a Matter
  • How to add a new Matter
  • Creating a new Matter
  • Opening a new Matter
  • How do I open a new Matter


  • Clio Manage

Additional Information:

You can also create a matter by going to the Contact Card and clicking New Matter under Client's Matters on the right. Or by clicking New Matter on the main Matters page.


  1. Click Create New dropdown found in the top right corner of Clio Manage
  2. Click Matter
  3. Enter in the Client, Matter Description, and Permissions as these are all mandatory fields
  4. Enter any additional information
  5. Click Save Matter 
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