KCS - How to Create a New Matter

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:

  1. Click Create New 
  2. Click Matter
  3. Enter in the Client, Matter Description, and Permissions are all mandatory fields
  4. Enter any additional information
  5. Click Save Matter 
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