You do great work—now get recognized for it. Apply now for our 2018 Reisman Awards.
           See last year's winners!

KCS - How to Create a Client in the New Matter Screen


  • Add a new a Contact from the Create Matter screen


  • Clio Web App

Additional Information:



New Clio:

  1. Click Create New
  2. Click Matter
  3. Click + Create a Contact
  4. Fill in the Contact details
  5. Save Contact
  6. Fill in the Matter details
  7. Save Matter

Previous Clio:

  1. Go to the Matters tab
  2. Click New
  3. Click +Add a Person or Add a Company
  4. Fill out Contact details
  5. Click Create
  6. Fill in the Matter details
  7. Click Save New Matter
Was this article helpful?