Objective:
- A way to move an Email or Phone Log from an incorrect Matter to a correct Matter
Environment:
- Clio Manage
Additional Information:
- An Email Log or Phone Log must first have been filed to an incorrect Matter
- If there is a Time Entry associated with the Communication, you will have to edit the Time Entry as well. For more information on how to edit a Time Entry, please visit here.
Procedure:
- Navigate to the main Communications or Matter Communications page
- From Logs, click on Phone or Email
- Locate the incorrectly filed Phone or Email log
- Click Edit in the Actions column
- Delete the data within the Matter field
- Type in the correct Matter number and Save the log