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How Do I Edit Value of a Matter in Clio Grow/Lexicata?

Objective:

  • Change the value of a Matter
  • Update expected fee earning of a Matter in Grow
  • Update expected fee earning of a Matter in Lexicata
  • Update the value of a Matter after creating a Matter

Environment:

  • Clio Grow
  • Lexicata

Additional Information:

 

Procedure:

  1. Go to the Matter.
  2. Click on Matter Options in the top right.
  3. Select Edit Matter.
  4. Input the number in the Value Field.
  5. Click on Save
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