"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 Web App
• Contacts
• Matters

Additional Information:

This can only be done from the Matter 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.

Answer:

No