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How Can I Add New Columns to the Pipeline?

Objective:

  • Add more columns to the Pipeline in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Click Settings
  2. Click Matters
  3. Click New Matter Status link on the top right
  4. Type in the name of the Matter Status
  5. Choose the Category
  6. Click Create Matter Status

 

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