Objective:
- How to create a new case
- Where to create a Matter
- How to add a new Matter
Environment:
- Clio Web App
Additional Information:
You can also create a Matter by going to the Contact Card and clicking Add under the Matters sub tab.
Procedure:
- Click Create New
- Click Matter
- Enter in the Client, Matter Description, and Permissions are all mandatory fields
- Enter any additional information
- Click Save Matter