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How do I Correct the Name of the Contact on a Matter

Objective:

  • I misspelled the client's name when I originally setup the matter and now the matter name will not update after correcting the contact's name. How do I correct the matter name to reflect the updated contact's name. 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Resolution :

  1. Make sure the contact name is corrected
  2. Go to the matter and click Edit matter at the top right
  3. At the bottom of the edit screen check the option Update matter number
  4. Click Save matter
  5. Refresh the page

 

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