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Contacts & Matters

The categories and sections below contain articles and resources to walk you through all of the options available when creating and managing Contacts and Matters in Clio.

Getting Started with Contacts & Matters 

The articles below are a great place to get started working with Contact and Matters.

Anatomy of a Contact Card  ... 

Anatomy of a Matter  ... 

Matter Permissions and Groups  ... 

Campaign Tracker: Creating Campaigns  ... 


Contacts

Creating & Managing Contacts >

Clio Campaign Tracker & Client Leads >

Matters

Creating & Managing Matters >

Matter Billing >