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

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.
Was this article helpful?