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How Do I Create a New Matter Type in Clio Grow?

Objective:

  • How to create a new Matter Type
  • Add new Matter type

Environment:

  • Clio Grow

Additional Information:

  • Matter types are the different categories of reasons why a person is contacting you. 
  • More information on this can be found here.

    Matter types are the different categories of reasons of why a person is contacting you.  

    For example, if you practice Family Law, the matter type may be marriage dissolution, adoption or custody modification. 

Procedure:

  1. Click on Settings 
  2. Click on Matters
  3. Click on the "+ New Matter Type" Option
  4. Enter new Matter type
  5. Click Create Matter Type

 

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