How to Create a New 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 
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