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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
  • My Matter has a Close Date but the status is listed as Open

Environment:

  • Clio Manage

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
  2. Click Edit in the upper right-hand corner
  3. Change the Matter status from Open to Closed
  4. Click Save Matter

 

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