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

Objective:

  • Add a new a Contact from the Create Matter screen

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

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
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