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.