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How to Use the Quick Intake to Create a new Matter in Clio Grow

Environment:

  • Clio Grow

Additional Information:

The only required fields for the quick intake are the First Name, Last Name, Matter Type and Matter Status fields.

Procedure:

  1. Click on the Quick Intake
  2. Choose New Person, New Company, or Existing Contact
  3. Input the contact’s details (Only first and last name fields are required.)
  4. Input the Matter details
  5. Assign a User or Users to the Matter
  6. Click Create New Matter
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