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How Do I Add a Location Option to the Matter Details in Clio Grow?

Objective:

  • Add location options for Quick Intake's Matter details
  • Empty location field for Matter Details

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Select Matters
  3. Select New Location 
  4. Enter Location
  5. Click "Create Location

 

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