KCS - 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 Web App
  • Matters

Additional Information:

n/a

Procedure (Previous Clio):

  1. Navigate to the applicable Matter
  2. Click Matter in the upper right corner
  3. Select Close Matter from the dropdown

Procedure (New Clio):

  1. View the Matter
  2. Within the Matter Details, under Status, select Closed

    Clio_-_00103-Lannister_2017-12-20_07-17-22.jpg
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