Objective:
- How to add an Attorney to a Matter?
- Can I aad more than one Attorney to a Matter?
- How do I add multiple Attorneys to a Matter?
Environment:
- Clio Grow
Additional Information:
The Attorneys Names in the drop-down are a list of all of your existing users in Clio Grow.
Procedure:
- Open up the Matter
- Click Edit Matter under "Matter Details"
- Under "Assign To", click into the box and type the Attorneys Name.
- Click on the name
- Click Save