Objective:
- How to add more then one person to a Matter
- How to show two clients on an invoice
- Show multiple Contacts on a Bill
- How to add Multiple Contacts to a Matter
- How to show multiple Contact addresses on a Bill
- How to add multiple Contact information on an Invoice
Environment:
- Clio Manage
Additional Information:
- If using Method One, set the matter number to include the First Name to ensure that it appears on the bill.
- There is no direct way to add a second Client onto a Matter. The options below are workarounds to accomplish this goal. If you would like to see this feature added, please contact Support.
Procedure:
Method 1 (For Both Clients To Appear On A Bill)
- Go to Contacts
- Create a New Person
- In the First Name field add the first Contact
- In the Last Name field add the other Contact
Method 2 (For Both Clients To Appear On A Bill)
- Navigate to the Contact
- Click Edit contact at the top right corner
- Scroll down to the Street field in the Address section
- Enter the full address of the first Contact
- Click Enter to make a line break
- Enter the name of the second Contact and their address
- Repeat for all of the Contacts you want to appear on the Bill
- Leave the City, State and Zip fields blank
Method 3
- Go to Settings > Custom Field
- Matter Custom Field > Add
- Pick Contact Select
- Click Save
- When setting up the Matter add the Custom Field
- Select Contact
- Save Matter
Method 4
- Go to the Matter
- Click Add Related Contact
- Type Relationship and Select Contact
- Save Matter