KCS - 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 Address

 

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