KCS - How To Change A Matter Status In The New Clio

Objective:

  • How to Close a Matter in Clio.
  • How to change a Matter to Pending.
  • How to change a Matter from Closed to Open. 

Environment:

  • Clio Web App
  • Matters 

Additional Information:

n/a

Procedure:

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

 

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