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 radial buttons
4. Click “Save” to save the changes