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Can a New Matter Type Be Created While Completing a Quick Intake?


  • Can a new matter type be created while completing a Quick Intake/Quick Appointment/Quick Form?
  • Can a new matter type be created on the spot?


  • Clio Grow

Additional Information:


  • Not at this time
  • User will need to create a matter type (steps HERE) and edit the matter after completing Quick Intake/Quick Form/Quick Appointment
  • Please contact Support to vote for this feature


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