February 8th, 2011 by Gwynne Monahan
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!