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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 Manage

Additional Information:

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.

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

Note: You can only select Open Matters from the dropdown. If you would like to send a Communication to a Closed Matter, you will need to re-open the Matter, then send the Communication, and Close it again. To learn more about Matter Statuses please click here.

 

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