Objective:
- Can I create a copy of an existing Matter?
- Can I split one Matter into multiple Matters?
Environment:
- Clio Manage
Additional Information:
A feature request for the ability to duplicate/copy a matter has been submitted to our development team.
Answer:
Not at this time. You can create a new matter and set it up so that it mirrors an existing Matter using these steps:
- Open the existing Matter in one Browser window
- Open a second browser window
- Go to the Matters tab in the second window and click New
- Manually copy the information from the existing Matter to the new Matter