KCS - Can I Duplicate a Matter?


  • Can I create a copy of an existing Matter?


  • Clio Web App

Additional Information:

A feature request for the ability to duplicate/copy a matter has been submitted to our development team.


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

Was this article helpful?