This article may be out of date!
Visit the New Knowledge Center

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. 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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality