KCS - How do I Edit the Responsible Attorney Field?

Objective:

  • To learn how to change a Matter's Responsible Attorney

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. In the Matters tab in the black bar, locate the Matter in question
  2. Click Edit
  3. Amend the Responsible Attorney Field
  4. Click 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