See plans

All tools

Tool 061

Contact Quick Create

Create a person or company with work contact details, then review a dependent relationship to the current matter.

What it does today

Create person/company with work email/phone, then reviewed dependent matter relationship. Existing-contact update and additional addresses/custom fields remain pending.

How to use

  1. In Clio, open Matterevo and choose Contact Quick Create from the Tool Library. Use the search box or the Contacts & intake family filter to find it.
  2. Pick an option from the compact controls.
  3. Read the exact before and after values Matterevo shows.
  4. Confirm to apply the change, or close the tool to leave Clio unchanged.

Before you rely on it

Create or update a person/company and link it to the active matter without leaving the page. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.