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How Do I Add Contacts to a Matter in Clio Grow?


  • Clio Grow

Additional Information:

  • n/a


  1. View the desired Matter 
  2. Scroll to the bottom of the page and on the left click “Add Contact
  3. Choose “New Contact”, “New Company” or “Existing Contact”
  4. Enter the Contact's details
  5. Either:
    1. Click “Add & Close” to add the Contact to the Matter or
    2. Click “Add” to add the contact and then add another
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