KCS - 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 Web App

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:

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

3. Manually copy the information from the existing Matter to the new Matter

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