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How Do I Delete Related Contacts From a Matter?

Objective:

  • How Do I Delete A Related Contact In A Matter?
  • How To Remove Related Contact From A Matter?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to specific Matter
  2. Click Edit matter at the top right corner of the Matter
  3. Scroll down and click on the Related Contacts section to expand it
  4. Click Remove beside each Related Contact that you would like to delete
  5. Click Save matter

 

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