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KCS - How To Add a Matter to a Calendar Event

Objective:

  • Link Matter to Calendar Event

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the Calendars tab
  2. Create an event or click on an existing Event
  3. In the Calendar Entry popup, start typing the Matter number in Matter field
  4. Select Desired Matter
  5. Create or Update Calendar Entry

 

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