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How do I Assign a User to a Matter in Clio Grow?


  • Assigning Users to a Matter in Clio Grow


  • Clio Grow

Additional Information:

  • You can edit the "Assigned to" User by editing the Matter details


There are 3 ways to assign a User to a matter:

  1. User created the Matter and did not reassign 
  2. Someone else created the Matter and assigned it to them
  3. It was assigned to another User and then edited to have him as the assigned User
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