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