KCS - Can I Create a Quick Bill in New Clio Without First Creating a Matter?

Objective:

  • Can I create a Quick Bill in New Clio if I don't already have a Matter Created?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No, New Clio requires that you create a Matter first, and then go to the Matter Dashboard to create the Quick Bill. 

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