Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - How to Edit Contact Information

Objective:

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

Environment:

  • Clio Web App

Additional Information:

N/A

Procedure:

  1. Go to the main Contacts page found in the black navigation bar
  2. Open the Filter section and use the Search field to locate the Contact
  3. Select the Edit link beneath the Contact's name
  4. Make the applicable changes on the Edit Person page
  5. Select the Update Person button at the bottom of the page

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality