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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