San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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

 

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