Good news — this summer, Lexicata customers will be transitioning to Clio Grow! Learn More.
How to assign a matter on the quick intake
- Click on the "Quick Intake" button
- Choose “New Person”, “New Company” or “Existing Contact”
- Input all the relevant info for the contact and the matter
- Click the "Assign to" dropdown and select all the appropriate people to assign to the matter
- Click “Create New Matter”