A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow.
Register for Free.
Can I Import New Information to Static Fields in Existing Matters?
- Potential to add missing information or to correct existing information for Matters already imported into Clio
- Static fields include Matter Descriptions and Client Reference Numbers
- 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.