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