KCS - 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.

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 in the lower right
  4. Input data in the data fields
  5. Select Save  Matter to create the Matter
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