Earn up to $250 in gift cards this summer. Find out how.

How to Change a Matter Type in Clio Grow

Question:

  • How to update the Matter Type for an existing Matter in Clio Grow 

Environment:

  • Clio Grow 

Additional Information:

  • n/a

Procedure:

  1. Go to the desired Matter's page in Clio Grow 
  2. In the Matter Details section, click the blue “Edit matter” at the top right-hand side
  3. Select the new Matter Type from the dropdown and click Save

 

 

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