Is There a Way to Link a Contact to a Matter While Creating the Contact?

Objective:

  • Determine whether or not you can link a Client to a Matter while creating the Contact

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

No, this can only be done from the Matter's edit/creation page as the Contact has to be saved in the system first, then will be available as a selection in the "Matter Client" field.

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