San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Matter Permissions and Groups

You can assign a Matter to a certain individual, everyone in your firm, or a specific Group. If you are not included in the permission group, you will not be able to find the Matter.

Administrators can assign permissions to a matter, and can create and edit groups.
Non-Administrators can assign permissions to a matter.

To assign the matter permission, go to your matter and click the "Edit" button.

In the Permissions field, select who you want to be able to access the Matter.

  • Me means only you can access the Matter
  • Everyone means every user on your account can access the Matter
  • Choosing a Custom group means every user in that group can access the Matter
    • For information on how to create a group, click here.

Note: In order to view a matter, or bill it, you must be part of the permission group with access to that matter.


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality