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Duplicating, Editing, and Deleting Matters

Contents

Duplicate matters
Edit matters
Delete matters

Duplicate matters

You can duplicate a matter from the main Matter's tab in Clio Manage or from within a single matter's detail page. When you duplicate a matter, the essential contact and matter information will be duplicated. Information in the matter's subtabs, including Activities, Calendar, Communications, Notes, Documents, Tasks, Bills, Transactions, and Clio for Co-Counsel, will not be duplicated.

Main matter's tab:

  1. In the left navigation menu, click Matters.
  2. Find the matter you want to edit and click the down arrow next Edit.
  3. Click Duplicate.
  4. When the prompt appears, select Duplicate.
    Screen_Shot_2022-05-23_at_08.00.44_AM.png

From within a single matter:

  1. Go to a single matter.
  2. Click Duplicate in the top right of the screen.
  3. When the prompt appears, select Duplicate.
    Screen_Shot_2022-05-23_at_08.00.08_AM.png

Edit matters

You can edit a matter from the main Matter's tab in Clio Manage or from within a single matter's detail page.

Main matter's tab:

  1. In the left navigation menu, click Matters.
  2. Find the matter you want to edit and click Edit next to the matter.
  3. When the new window appears, modify and apply any necessary changes.

From within a single matter:

  1. Go to a single matter.
  2. Click Edit matter in the top right of the screen.
  3. When the new window appears, modify and apply any necessary changes.
    Screen_Shot_2022-05-23_at_09.41.57_AM.png

Delete matters

Warning: Extreme caution should be exercised when deleting a matter. This action can have compound repercussions with respect to related information stored in Clio. In most cases, non-matter information is preserved; however, this information is at risk of being “orphaned,” having lost context gained through relationships.

If you are no longer working on a matter, we recommend changing the status to "Closed" rather than deleting the matter. Changing the status will remove the matter from your list of open matters, but you can still retrieve matter information.

Tip: If you delete a matter in error, you may be able to recover it using the the Recovery Bin.

To delete a Matter:

  1. Go to the matter and click Edit matter in the top right of the screen.
  2. When the new window appears, select Delete matter.
  3. When the warning prompt appears, check the box next to I confirm that I understand the consequences of this action.
  4. Click Delete matter.

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