KCS - How Do I Correct the Matter on a Logged Email or Phone Record?

Objective:

  • A way to move an Email or Phone Log from an incorrect Matter to a correct Matter

Environment:

  • Clio Web App

Additional Information:

Procedure:

  1. Navigate to the main Communications or Matter Communications page
  2. From Logs, click on Phone or Email 
  3. Locate the incorrectly filed Phone or Email log
  4. Click Edit in the Actions column
  5. Type in the correct Matter number and Save the log

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality