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Can I Bulk Edit Matters to Update their Related Contacts Section?

Objective:

  • Bulk edit Contacts linked to Matters
  • Update listed party as being related to a Matter
  • Related Contact
  • Be able to add other Contacts to Matters
  • Add more people to a case
  • Multiple clients on a Matter

Environment:

  • Clio Manage

Additional Information:

  • For more information about adding Related Contacts to Matters, please click here.

Answer:

Currently, this is not a feature in Clio. If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know. 

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