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How to Assign an Attorney to a Matter in Clio Grow?

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:

  1. Open up the Matter
  2.  Click Edit Matter under "Matter Details"
  3. Under "Assign To", click into the box and type the Attorneys Name.
  4. Click on the name
  5. Click Save  
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