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How to Close a Matter

Objective:

  • Close Matter in new Clio experience
  • Close a file in New Clio
  • Closing a Matter in New Clio 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Open your Matter Dashboard
  2. Scroll down to Details
  3. Click on the Status dropdown menu (if it's open, it will say Open)
  4. Select Closed

Open_Close_Matter.png

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