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Can I Bulk Edit Matters to Change Responsible Attorney?

Objective:

  • Can I change the Responsible Attorney on multiple Matters at once?
  • Bulk update Responsible Attorney
  • Change Responsible Attorney on all Matters

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

No, not at this time. Currently, the Matter status is the only option for bulk edit. 

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