Objective:
- Edit information of an existing Contact
- Change a Client's personal information
- How to edit a Contact in Clio Manage
Environment:
- Clio Manage
Additional Information:
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.
Procedure:
- Click on the contact in question
- 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