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If I Change a Client or Matter Name, Will This Automatically Update Their Bills?

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. 

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