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How to Edit Contact Information

Objective:

  • Edit information of an existing Contact
  • Change a Client's personal information

Environment:

  • Clio Web App

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:

  1. Use the Global Search Bar to search for and open the client's profile page.
  2. Select the Edit in the top right corner
  3. Make the applicable changes on the Edit Contact page
  4. Select the Save Contact button at the bottom of the page

 

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