Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - How To Use the "Create New" Button


  • 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


  • Clio Web App

Additional Information:



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


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality