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

Objective:

  • Edit Contact information while in a Matter

Environment:

  • Clio Web App

Additional Information:

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

Procedure:

  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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