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