My Matters Are Open/Pending/Closed When I Didn't Expect Them To Be

Issue:

• Matters in an unexpected State
• Matters changing themselves

Environment:

• Clio Manage

Additional Information:

n/a

Cause:

There are a few possible causes for this:

Resolution:

1. A user in the account may have changed the Matter's state. To check this:
   1. View the Matter
   2. Look at the Timeline for "<User> updated a matter <Number of Matter>"
2. A 3rd party integration, such as Zapier, may have updated the Matter State. To determine which 3rd party integration may have done this:
   1. For each user of the Clio account go to Settings
   2. Click on Apps
   3. Look at the list of Authorized Apps (they will appear before Agilelaw)
3. A user in the account may have changed multiple Matters' states at once.