KCS - 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 

 

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