Can I Link Two Matters Together?

Objective:

• Connect one Matter to another
• Link related matters through a Custom Field

Environment:

• Clio Web App

Additional Information:

• Note: to list two Matters as being related to each other, you would need to enter the alternate Matter into the Custom Field for both Matters
• Custom Fields: Creating Contact & Matter Custom Fields & Sets
• Custom Fields: FAQ
• Adding Related Contacts to a Matter

Answer:

You can associate one Matter with another through a Matter Select Custom Field