Objective:
- Link a Contact to a Matter
- List a party as being related to a Matter
- Add the adverse parties contact information
- Related Contact
- Be able to add other Contacts to a Matter
- Add more people to a case
- Second client on a Matter
Environment:
- Clio Manage
Additional Information:
For further information, please see the following: Adding Related Contacts to a Matter
Procedure:
- Locate the Matter in question
- Click Edit matter
- Scroll down to Related Contact
- Enter the relevant information
- Click Save Matter