How to Change Appointment Matter Type in Clio Grow

Objective:

  • Change Appointment Matter Type in Clio Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

Currently, the appointment matter type follows the first default matter type set in the Settings page.

  1. Go to Settings page
  2. Click on Matters tab
  3. Edit the first matter type name (i.e. Unassigned)
  4. Click Update Matter Type
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