KCS - How do I Identify Who Created a Matter in Clio

Objective:

  • Find out who created a case in Clio
  • See which User added a File

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  1. View the Matter
  2. Scroll to the bottom of the page
  3. Look for the section called Timeline on the right
  4. Click Filter and select Matter from the list
  5. Look for the first entry to see who created the Matter
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