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KCS - 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

 

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