Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How Do I Change the Client of a Matter in Grow?


  • Update a Matter to have a different Primary Contact


  • Clio Grow

Additional Information:

If you want to change the name of a Matter's Client (rather than switch the Contact), see here.


  1. Click the Matters tab
  2. Click the Matter whose Client you wish to change
  3. Under Contacts click Add a Contact
  4. Either:
    1. Create a new Contact or
    2. Click Existing contact and search for the pre-existing Contact
  5. Under Matter Details click Edit matter
  6. Under Contacts, click Make Primary? next to the Contact from Step 4.
  7. Click Save
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality