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

Objective:

  • Update a Matter to have a different Primary Contact

Environment:

  • Clio Grow

Additional Information:

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

Answer:

  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
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