How to Create a Matter

Objective:

• 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

Environment:

• 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.

Procedure:

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