Objective:
- Matter name is not updating after changing Client's name
- Matter number is not updating after changing Client's name
- Matter name is not reflecting newly updated Contacts name
Environment:
- Clio Manage
Additional Information:
n/a
Cause:
Ensure to check the Update matter number checkbox.
Answer:
- Open the Matter
- Click Edit matter (top right)
- Check the Update matter number checkbox (beside the Cancel button at the bottom)
- Click Save matter
- Refresh page