Objective:
- How do I update a Matter's Contact
- How to change the client associated with a Matter
- I need to change the client listed under the Matter
- Move a Matter from one client to another
- How to update a Matters client
- How to update the Contact associated with a Matter
- How to change client associated with a Matter
- How to edit a Contact on a Matter
- Changing the client of a Matter
- Swapping out the client of a Matter
- How to reassign a Matter from one client to another
- Changing Primary Contact
Environment:
- Clio Manage
Additional Information:
If the Matter is on one or more multi-Matter Bills, to update the client, please void the associated Bill(s) first. Any Bills will then need to be regenerated and any payments re-applied.
Procedure:
- Open the Matter
- Select Edit matter
- Remove the client's name in the Client field
- Type the new client's name in the field and select it from the drop-down menu
- At the bottom, beside the Cancel button, check off the box Update the matter
- Select Save matter