KCS - What Does the Permissions Box Mean When Entering a Matter?

Objective:

  • Understand Matter Permissions
  • Limit Matter Visibility
  • Make Matter Visible to Everyone

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Permissions will determine which Clio Users can view the Matter. Those without Permission will not be able to locate the Matter through searching or in the Matters list. 

  • Everyone: All Users on the Account have access 
  • Group: Only Users within that Group can access (update Groups here)
  • Me: You are the only person with access
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