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KCS - "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

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