Objective:
- Learn how to create new Matters, Contacts, Time and Expense Entries, Trust Requests, Email and Phone Logs, and Secure Messages using the "Create New" button.
- Learn how to Record a Payment using the "Create New" button
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
In New Clio:
- Click on the green "Create New" button in the top right of the screen
- Select the appropriate option from the dropdown menu