- Update a Matter to have a different Primary Contact
- Clio Grow
If you want to change the name of a Matter's Client (rather than switch the Contact), see here.
- Click the Matters tab
- Click the Matter whose Client you wish to change
- Under Contacts click Add a Contact
- Create a new Contact or
- Click Existing contact and search for the pre-existing Contact
- Under Matter Details click Edit matter
- Under Contacts, click Make Primary? next to the Contact from Step 4.
- Click Save