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How to Create a Contact and a Matter in Clio Manage

Objective / Issue / Question (choose one):

  • How to create a Contact and Matter at the same time in Clio.
  • How to save Contact and create new Matter in Clio.
  • Save and create new matter

Environment:

  • Clio Manage

Additional Information:

  • The first and last name fields are required fields and must be filled in. Otherwise, you will not be able to create the Contact in Clio.
  • The Matter Description and Matter Permissions are required fields (as well as the Client field, which should automatically populate) in order to create a Matter. 

Answer:

  1. Click Contacts
  2. Click New Person 
  3. Enter First and Last Names
  4. Click Save And Create New Matter at the bottom
  5. Type in the Matter Description 
  6. Select the Matter Permissions
  7. Click Save Matter at the bottom

 

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