KCS - How Do I Add a Responsible Attorney to a Matter?

Objective:

  • Find the Responsible Attorney Field
  • Record who the Responsible Attorney for the Matter is

Environment:

  • Clio Web App
  • Matters

Additional Information:

You can only select a paid Attorney User in the Clio Account

Procedure:

  1. Open the Matter in question
  2. Click "Edit"
  3. Find the "Responsible Attorney field and select the Attorney of your choice
  4. Click "Save Matter" at the bottom of the page

 

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