Objective:
- How to Add a Second Matter for an Existing Contact Through the Quick Intake in Clio Grow
- Where do I Add a Second Matter for an Existing Contact in Clio Grow?
- How do I Add a Second Matter for an Exported to Manage Contact and Existing Matter?
Environment:
- Clio Grow
Additional Information:
- Will Duplicate Contacts Be Created If I Export A Matter From Grow To Manage
- How to Export a Matter From Clio Grow to Clio Manage
Procedure:
From the Quick Intake
- Click the “Quick Intake” button
- Choose “Existing Contacts”
- Select the primary Contact from the existing Contacts dropdown
- Enter the Matter Details
- Assign the Matter to a User
- Click “Create Matter” when finished
From the Contact’s page
- Go to the desired Contact’s page
- Click “Add Matter” under the related Matters section
- Choose “Create a New Matter”
- Enter the Matter Details
- Assign the Matter to a User
- Click “Add” when ready to create the Matter