How to Create a Matter for an Existing Contact in Clio Grow

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:

Procedure:

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