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How Can I Find Out Which User Closed a Matter?

Objective:

  • Who Closed a Matter?
  • Why is this Matter Closed? 

Environment:

  • Clio Manage

Additional Information:

The Timeline will show a record of activity within the matter, including the user who performed each action and a time and date stamp. 

Procedure:

  1. Access the specific Matter
  2. Refer to the Timeline at the bottom-right
  3. Click on the Filterbutton
  4. For Type select Matter
  5. Click Apply filters
  6. Scroll through the Timeline to locate the record
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