KCS - How to Add a Practice Area to a Matter

Objective:

  • Link a Matter to a particular Practice Area

Environment:

  • Clio Web App

Additional Information:

Click here to learn how to edit/create Practice Areas.

Procedure:

  1. Open the desired Matter
  2. Click Edit in the top right corner
  3. Select an option from the Practice Area menu under the Matter Information section
  4. Click Save Matter 

 

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