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How do I Remove a Secondary Contact from a Matter in Clio Grow?

Objective:

  • Delete secondary Clients or Related Contacts from a Matter in Clio Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Go into the Matter in question
  2. Click on Edit Matter
  3. At the bottom of the 'Edit Matter' popup you will see the Contacts assigned to this Matter. Hover over the Contact in question and click the red to remove them
  4. Click Save

 

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