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Adding Related Contacts to a Matter

There will be people related to a Matter other than the client that you want to link. Clio helps you track these individuals and companies so that you can quickly see who is related to each Matter. You can add a related contact to a Matter from the Matter detail page.

  1. Go to the Matter you wish to add the person to and click the Edit button next to Related contacts.Screen_Shot_2019-10-29_at_3.09.15_PM.png
  2. The Edit matter screen is displayed. Add your related contact(s) here. You can select from contacts which already exist in Clio or create a new contact.

  3. Once you've added your contact(s), click the Save matter button to return to the Matter.

  4. Your related contacts are displayed on the right side of the Matter detail page. They can also be found in the main Contacts page. From the Matter detail page you can copy address information for a client or a related contact by clicking the Copy button to the right of the contacts address information. You can generate a CSV file containing the contact details of the client and related contacts associated to a matter by clicking the Export button next to Contacts.Screen_Shot_2019-10-29_at_3.12.50_PM.png
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