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How to Change a Matter Status

Objective:

  • How to Close a Matter in Clio.
  • How to change a Matter to Pending.
  • How to change a Matter from Closed to Open.
  • How to change a Matter in Previous Clio
  • How to change a Matter State
  • Edit Matter status

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the Matter 
  2. Click Edit 
  3. Change the Status 
  4. Click Save Matter 

OR

  1. Go to the main Matters tab
  2. Check the box(s) beside the Matter(s) you wish to change
  3. Click Update Matter Status
  4. Change the Matter to the state you would like it to be in
  5. Click Save  

 

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