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How to Assign a Matter on the Quick Intake in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • The assigned user will receive an email notification unless assigning it to themselves

Procedure:

  1. Click on Quick Intake
  2. Choose New Person, New Company, or Existing Contact
  3. Input all the relevant info for the Contact and the Matter
  4. Click the Assign to dropdown and select all the appropriate people to assign to the Matter
  5. Click Create New Matter
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