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If I Change the Client on a Matter, Will the Client's Name on All Existing Bills be Changed as Well?

Question:

  • If I change the Contact's name on a Matter, can the existing Bills stay in the original Contact's name?
  • How do I change the name on a Matter's previous Bills if I need to change the Client on the Matter?
  • Editing the Client on an existing Matter
  • How changing the Contact on a Matter affects existing Bills on the Matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes, the Client's name will change on all existing Bills, regardless of the Bills status, to the new Client's name.

 

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