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How to Change the Primary Contact on a Matter in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Note: If only one contact is on the matter than you will need to add another contact to the matter before being able to change the primary contact.

Procedure:

  1. Go to the desired matter's page
  2. Click Matter Options and select Edit Matter
  3. Select the primary contact via the button below the contact name
  4. Click Save to save the changes
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