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How to Edit a Matter

Objective:

  • How to make changes to a Matter
  • How do I edit a Matter?

Environment:

  • Clio Web App
  • New Clio Experience 

Additional Information:

n/a

Procedure:

  1. Go to Matters tab in Clio
  2. Click Edit under Actions
  3. Edit necessary information
  4. Click Save matter on the bottom left

 

 

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