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How to Create Multiple Matters for a Single Client

Objective:

  • A manner to link multiple Matters to a single Client without the risk of duplicating Clients.
  • Multiple Matters for one Client
  • Multiple Matters

Environment:

  • Clio Web App

Additional Information:

Procedure:

  1. Search for the Client using the Global Search bar top left
  2. Open the Client Contact Card
  3. Click the New button on the top right of the screen
  4. Input data in the data fields
  5. Select Save Matter to create the Matter

Clio_-_Ms_Daenerys_Targaryen_-_Dashboard_2019-11-25_06-35-13.png

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