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

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. View the desired Matter
  2. 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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