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 Manage

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 as these are all mandatory fields
4. Enter any additional information
5. Click Save Matter