KCS - How to Create a New Matter


  • How to create a new case
  • Where to create a Matter
  • How to add a new Matter


  • 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. 


  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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