San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!
How to Create Multiple Matters for a Single Client
- A manner to link multiple Matters to a single Client without the risk of duplicating Clients.
- Multiple Matters for one Client
- Multiple Matters
- Search for the Client using the Global Search bar top left
- Open the Client Contact Card
- Click the New button on the top right of the screen
- Input data in the data fields
- Select Save Matter to create the Matter