- Edit information of an existing Contact
- Change a Client's personal information
- Clio Web App
If you are changing the Contact's name, you will need to update the Matter Number to reflect the new name. To do so, see here.
- Use the Global Search Bar to search for and open the client's profile page.
- Select the Edit in the top right corner
- Make the applicable changes on the Edit Contact page
- Select the Save Contact button at the bottom of the page