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How Do I Create a New Matter for an Existing Contact?

Objective:

  • Create a new Matter for an existing Contact 

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

There are two ways to add a new Matter to an existing Contact in Clio

  1. Navigate to the Contact 
  2. Click on New Matter on the right hand side 

OR

  1. Click on Create New in the top right corner 
  2. Click Matter
  3. In Contact field search for existing Contacts Name 

 

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