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How To Use the "Create New" Button

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 Web App

Additional Information:

n/a

Procedure:

In New Clio:

  1. Click on the green "Create New" button in the top right of the screen
  2. Select the appropriate option from the dropdown menu

 

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