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How To Assign a Matter To a Internal Message I Received


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


  • Clio Manage 

Additional Information:

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


  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 


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