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:
- Click on Settings
- Click on Matters
- Click on the "+ New Matter Type" Option
- Enter new Matter type
- Click Create Matter Type