KCS - How to Close or Delete Multiple Matters at Once

Objective:

  • Close / Delete multiple Matters with one Bulk Action

Environment:

  • Clio Web App
  • Matters

Additional Information:

This function also allows users to Open multiple Matters and / or flip them to Pending. 

Note, in the new Clio experience, this functionality is not currently supported and will require you to toggle back to the previous Clio for the time being. 

Procedure (Previous Clio):

  1. Click the box beside the Matter names
  2. Select the Action drop down menu
  3. Select Close / Delete
  4. Click Apply

 

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