How Do I Edit a Contact’s Details in Clio Grow?

Objective:

• Update a Company
• Make changes to a Person

Environment:

• Clio Grow

Additional Information:

• To edit the Matter in Clio Grow, click here. 

Procedure:

1. Go to the desired contact’s page
2. Click Contact Options
3. Select Edit Contact
4. Edit the necessary fields
5. Click Save to finish updating the contact