San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Update a Matter Description

Objective:

  • Change the Description of a Matter

Environment:

  • Clio Web App

Additional Information:

If your Matter description is a part of your Matter name and you would like to update that as well, please follow the steps listed here.

Procedure:

  1. View the Matter you would like to edit
  2. Click the Edit button in the top right corner
  3. Update field under Matter Description
  4. Click Save Matter

 

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