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