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Can I Duplicate a Matter?

Objective:

  • Can I create a copy of an existing Matter?
  • Can I split one Matter into multiple Matters?

Environment:

  • Clio Manage

Additional Information:

  • If you would like to add your vote to this Feature Request, please contact our Support Team

Answer:

No, not at this time. You can create a new matter and set it up so that it mirrors an existing Matter using these steps:

  1. Open the existing Matter in one Browser window
  2. Open a second browser window
  3. Go to the Matters tab in the second window and click New
  4. Manually copy the information from the existing Matter to the new Matter

 

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