How to Add a Related Contact to a Matter

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:

1. Locate the Matter in question
2. Click Edit matter
3. Scroll down to Related Contact
4. Enter the relevant information
5. Click Save Matter