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