Download for FREE

KCS - How to Create a New Matter


  • How to create a new case
  • Where to create a 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. 

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 
Was this article helpful?