- Move an Email Log to the Appropriate Matter
- Change a Phone Log to the Correct Matter
- Clio Manage
Attachments will not be moved if an email log is moved from one Matter to another Matter. More information can be found here.
The .eml file in the Original Emails folder within the Documents of the Matter, will not be moved to the destination Matter. More information can be found here.
- Go to the Matter the Communication is currently in
- Select the Communications sub-tab
- Click Edit next to the log
- Change the Matter to the right one
- Click Save Email Log