KCS - What Columns Can Be Displayed in the Matters List?

Objective:

  • Customize columns on the Matters page
  • Show different fields in the Matters data table

Environment:

  • Clio Web App

Additional Information:

N/A

Answer:

Up to 5 Custom Fields and the following Default fields:

  • Actions
  • Matter
  • Client
  • Responsible attorney (Responsible solicitor)
  • Originating attorney (Originating solicitor)
  • Practice area
  • Open date
  • Close date
  • Pending date
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