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:
- Go to the Matter
- Click Edit matter
- Change the Status
- Click Save matter
OR
- Go to the main Matters tab
- Check the box(s) beside the Matter(s) you wish to change
- Click Update Matter Status
- Change the Matter to the state you would like it to be in
- Click Save