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How Do I Change the Relationship/Title of a Related Contact within a Matter?

Objective:

  • To change the Relationship of a Related Contact within a Matter

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the Matter
  2. Click Edit at the top right
  3. Click on Related Contacts to expand available options
  4. Under the Relationship field make the necessary changes
  5. Click Save Matter at the bottom left when complete

 

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