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:
- Click Create New
- Click Matter
- Enter in the Client, Matter Description, and Permissions as these are all mandatory fields
- Enter any additional information
- Click Save Matter