People are central to every estate matter. Each person added to a matter is linked to a Clio contact and assigned one or more roles that define their relationship to the estate.
➕ How to Add a New Person
Open the matter and navigate to the People section (accessible from the Estate Overview).
Click Add Person.
Select an option
Search for and select an existing contact from your Clio account using the contact search.
Create new contact
Choose one or more roles for this person, these will vary depending on the matter type.
Fill in all required and any other relevant fields.
Click Save to add the person to the matter.
✏️ How to Edit a Person
Open the matter and navigate to the People section (accessible from the Estate Overview).
Click on the person you want to edit.
Update their details as needed.
Click Save to apply your changes.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.