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Do You Have to Create a Contact to Add Someone as a Related Contact on a Matter?

Question:

  • Can You Add Someone to a Matter Without Creating a Contact?

Environment:

  • Clio Manage 

Additional Information:

  • To Learn What The Associated Matter Means on the Contact Page, click here
  • To Learn How to Add a Related Contact to a Matter, click here

Answer:

Yes, you must create a Contact in order to add them as a related Contact onto the Matter. They will appear in your Contact list without a green client bubble beside their name. 

 

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