KCS - The Client Field Does not Autopopulate When Creating a New Matter From the Contact's Page


  • Client names does not always populate when Matter created from Contact page


  • Clio Web App

Additional Information:

This may be related to Contacts created via a sync, 3rd party integration, or via data import.


Not yet diagnosed


  1. Click the Client Field
  2. Type the first few letters of the Client name
  3. Select the suggested Contact
  4. Continue to create your Matter as per normal.


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