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How Do I Add an Originating Attorney to a Matter?

Objective:

  • Find the Originating Attorney Field
  • Record the Originating Attorney for a matter 

Environment:

  • Clio Manage

Additional Information:

Answer:

  1. Open the Matter in question
  2. Click "Edit"
  3. Find the "Originating Attorney" field and enter the Attorney of your choice
  4. Click "Save Matter" at the bottom of the page
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