Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to edit a Contact on Matter?

Objective:

  • Editing Matter 
  • Changing Contact on a Matter
  • Reassign Contact on a Matter

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Open up the Matter Dashboard
  2. Click Edit button
  3. Change Client Field
  4. Remove Name 
  5. Type in New Contact Name
  6. Select Save Matter 

 

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