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How Do I Link Legal Aid Matters?

Question:

  • How Do I Link Legal Aid Matters 
  • How Do I Manage Legal Aid Matters When They Progress to a Different Stage?

Environment:

  • Clio Manage

Additional Information:

  • Clio manages multiple stages of a matter as single matters that are connected by a Linked Matters field.
  • The Matter

Answer:

  • Click on Create New Matter under the same Client you currently have your Legal Aid Matter
  • Choose the same Legal Aid Practice Area selected in the previous Matter
  • On the Legal Aid section, locate the Linked Matter field and select previous Matter 
  • Fill in the other Legal Aid Section Fields 
  • Click on Save Matter

 

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