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How Do I Bulk Update Practice Area Names?

Objective:

  • Change the name of a Practice Area

Environment:

  • Clio Manage

Additional Information:

  • Managing Practice Areas
  • A Practice Area cannot be deleted if it is currently assigned to a Matter. Additional information can be found here.

Procedure:

  1. Go to Settings
  2. Select Firm Preferences
  3. Select Practice Areas 
  4. Select Edit on the Practice Area you would like to update
  5. Update the Practice Area
  6. Click Save

All Matters with this Practice Area will be updated to reflect the updated name. 

 

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