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

From the Quick Intake

1. Click the “Quick Intake” button
2. Choose “Existing Contacts”
3. Select the primary contact from the existing contacts dropdown
4. Enter the Matter Details
5. Assign the matter to a user
6. Click “Create Matter” when finished

From the contact’s page

1. Go to the desired contact’s page
2. Click “Add matter” under the related matters section
3. Choose “Create a New Matter”
4. Enter the Matter Details
5. Assign the matter to a user
6. Click “Add” when ready to create the matter