KCS - How do I change a Matter status from Open to Pending in Previous Clio?

Objective:

  • To determine how to change the Matter from open to pending in previous Clio.

Environment:

  • Clio Web App
  • Matter

Additional Information:

n/a

Procedure:

  1. Navigate to the Matter in previous Clio
  2. Click the Edit button in the top right
  3. Change the drop down menu for Status to Pending
  4. Scroll to bottom and click Update Matter

 

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