A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.

Not a Clio customer? Learn more about Clio's Law Firm CRM

How to Edit a Matter in Clio Grow

Environment:

  • Clio Grow

Procedure:

  1. Go to the desired matter's page
  2. Click Matter Options and select Edit Matter
  3. Make the necessary changes to the matter details
  4. Click Save to save the changes
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