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 Manage
Additional Information:
- A Contact must first be created
Procedure:
- Search for the Client using the Global Search bar top left
- Open the Client Contact Card
- Click the New matter button on the top right of the screen
- Input data in the data fields
- Select Save Matter to create the Matter
