How to Add Multiple Clients to a Matter

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)

1. Go to Contacts
2. Create a New Person
3. In the First Name field add the first Contact
4. In the Last Name field add the other Contact 

Method 2 (For Both Clients To Appear On A Bill)

1. Navigate to the Contact
2. Click Edit contact at the top right corner
3. Scroll down to the Street field in the Address section
4. Enter the full address of the first Contact
5. Click Enter to make a line break
6. Enter the name of the second Contact and their address
7. Repeat for all of the Contacts you want to appear on the Bill
8. Leave the City, State and Zip fields blank

Method 3

1. Go to Settings > Custom Field 
2. Matter Custom Field > Add
3. Pick Contact Select  
4. Click Save
5. When setting up the Matter add the Custom Field
6. Select Contact
7. Save Matter 

Method 4

1. Go to the Matter 
2. Click Add Related Contact 
3. Type Relationship and Select Contact 
4. Save Matter