KCS - My Closed Matters Still Show Up in a Filtered Matters Report

Issue:

  • Ran a Matters Report for Open Matters and Closed Matters appear in the results.

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

The close date was set for the Matter but the Matter status wasn't changed to Closed.

Resolution:

New Clio Experience

  1. Find the Matter and click to Edit the Matter
  2. Change the Matter status from Open to Closed
  3. Click Save Matter

 

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