Objective:
- What happens to Bills retroactively if I change a Client or Matter name?
Environment:
- Clio Manage
Additional Information:
- A Firm Feed entry will be created showing the Client or Matter was renamed
- You can download your Bills as a ZIP file and upload the PDFs into a Document Folder to preserve the original details
Answer:
Yes, all existing Bills (include Paid) will be updated to show the current Client name or Matter Number.