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KCS - How do I Edit a Contact From Within A Matter


  • Edit Contact information while in a Matter


  • Clio Web App

Additional Information:

Procedure is the same for People as well as Company-type Contacts


  1. Click on the Client sub-tab of the Matter
  2. Click on the individuals name to open their Contact Card
  3. Click the Edit button at the top right hand corner
  4. Edit Contact information as desired
  5. Click Update Person/Company


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