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KCS - How To Change A Matters 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

Environment:

  • Clio Web App
  • Matters 

Additional Information:

n/a

Procedure:

New Clio

  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

Previous Clio

  1. Navigate to the Matter in previous Clio
  2. Click the Edit button in the top right
  3. Change the drop down menu for Status to the state you would like the Matter to be in.
  4. Scroll to bottom and click Update Matter

  

 

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