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KCS - How To Edit a Matter's Client

Objective:

  • 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 Matter

Environment:

  • Clio Web App 

Additional Information:

n/a

Procedure:

  1. Open the Matter 
  2. Select Edit
  3. Remove the client's name in the Find Client field 
  4. Type the new client's name in the field and select it from the drop-down menu 
  5. Scroll down 
  6. Check off the box Update the matter display number 
  7. Select Update Matter 

 

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