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
- Clio Manage
- 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.
- Click Contacts
- Click New Person
- Enter First and Last Names
- Click Save And Create New Matter at the bottom
- Type in the Matter Description
- Select the Matter Permissions
- Click Save Matter at the bottom