KCS - How do I Create a New Contact from the New/Edit Matter Screen?

Objective:

  • Add a Contact when creating a Matter

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the Create New Matter screen or the Edit Matter screen
  2. Click on either the Client dropdown menu or the Related Contact dropdown menu
  3. Click on Create a New Contact
  4. Fill out all of the appropriate details and click Save Contact

 

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