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How to Move a Communication to the Correct Matter

Objective:

  • Move an Email Log to the Appropriate Matter
  • Change a Phone Log to the Correct Matter

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the Matter the Communication is currently in
  2. Select the Communications sub-tab
  3. Click Edit next to the log
  4. Change the Matter to the right one
  5. Click Save Email Log

 

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