Introducing The Law Community, the online community just for Clio customers. Sign up now.

How do I Change the Name of a Contact?

Question:

  • How can I edit the name of a Client?
  • How do I update the Contact's First and Last Name?
  • How do I change the company name?
  • How do I change the spelling of a Contact?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to the Contact 
  2. click the blue Edit Contact button at the top right
  3. Change the name of the Contact
  4. select Save Contact at the bottom

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality