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Is It Possible to Change the Client Attached to a Matter That Has Been Put on a Multi-matter Bill?

Question:

  • I want to change the client on a matter that has been billed on a multi-matter bill. Can I do this?

Environment:

  • Clio Manage

Additional Information:

  • n/a

 Answer:

Yes, this is possible, but will require you to void these multi-matter bills first.  

 

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