February 8th, 2011 by Gwynne Monahan
#cliotraining Tuesday Tip: Quickly create a new matter for a new client
It’s an exciting feeling, signing up a new client.
New client. New matter. You want to get started right away! Here’s how to quickly setup a new matter in Clio:
- Open the Contact card.
- In the Matters tab, click the (New) link next to Matters. It looks something like this:
- A new Matter card opens up with the client pre-populated in the Client field.
Fill in the Matter Description, set permissions if necessary and save. You’re now ready to tackle your new case for your new client!
To learn more about Matters in Clio, check out our Matters Support section. And if you’ve got tips of your own you’d like share, we’d love to hear them!
[...] This post was mentioned on Twitter by jaredcorreia, Clio. Clio said: New blog post: #cliotraining Tuesday Tip: Quickly create a new matter for a new client http://bit.ly/dFAJmJ [...]
[...] a previous #cliotraining Tuesday Tip, we reviewed how to quickly create a new matter for a new client. Today we want to show you how to share documents and bills with clients using Clio Connect, [...]