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 (Previous Clio):

  1. Go to the Matters tab
  2. Click New
  3. Select a Client and add a Matter Description
  4. Fill in any additional information
  5. Click Save New Matter

Procedure (New Clio):

  1. Click Create New 
  2. Click Matter
  3. Enter in the applicable Client, Matter Description, and permissions (mandatory fields)
  4. Enter any additional information
  5. Click Save Matter 
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