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

How do I Close a Matter?

Objective:

  • How do I close a Matter?
  • Close a file in Clio
  • Closing a Matter in Clio 
  • Updating a Matter status
  • How do I mark a Matter as Closed?
  • How do I change Matter status to Closed?

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

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