KCS - Issue: Some Pending Matters With No Open Date Aren't Included in the Matter Status Report

Issue:

  • Some Matters without an open date do not appear on the Matters Report for some accounts

Environment:

  • Clio Web App

Additional Information:

n/a 

Cause:

Pending Matters that do not have an Open date will not be included in the Matter Status Report. 

Workaround:

 

  1. Go to the Pending Matter
  2. Click Edit
  3. Add an Open date
  4. Click Save Matter

 

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