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Can I Import New Information to Static Fields in Existing Matters?

March 11, 2019 22:17

Objective:

Potential to add missing information or to correct existing information for Matters already imported into Clio

Environment:

Clio Web App

Additional Information:

Static fields include Matter Descriptions and Client Reference Numbers

Answer:

No it is not possible to correct Matter Descriptions or add Client Reference Numbers to existing Matters in Clio. Importing this information would create new records in Clio.