2017

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KCS - What happens When I Close a Matter?

Objective:

  • Closing a Matter 
  • Changing a Matter Status to Closed 

Environment:

  • Clio Web App 

Additional Information:

n/a

Answer:

  • If a Matter is set to Closed, Any Time Entries, Expense Entries, Bills, Calendar Entries, Communication Logs, Documents, Secure Messages and Tasks associated to the Matter will not be deleted or removed from the account. 
  • To access the Closed Matter, select Matters and Closed. 
  • If there are any outstanding unbilled Activities at the time the Matter Status is change, this will still be billable.
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