KCS - How To Add Multiple Clients to A Matter

Objective:

  • How to add more then one person to a Matter 

Environment:

  • Clio Web App 

Additional Information:

  • If using Method One, set the matter number to include the First Name to ensure that it appears on the bill.

Procedure:

Method One (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 Two 

  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 

Third Method

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