Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

How To Assign a Matter To a Internal Message I Received

Objective:

  • Updating a Internal Message
  • Add Matter to Internal Message
  • I forgot to link a Matter to my Internal Message

Environment:

  • Clio Manage 

Additional Information:

You can only assign a internal message to an open/pending matter, it can't be closed.

Procedure:

  1. Select Communications
  2. Locate the Internal Message 
  3. Select the down arrow icon next to Reply located to the left of the Internal Message
  4. Select Edit matter link 
  5. Type the Matter name in the Matter field 
  6. Select Save matter link 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality