KCS - When would I use the Matter State Pending?

Objective:

  • What is the purpose of a Pending Matter

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Every Firm is unique and wouldn't necessarily use the Pending State. Examples of when a Law Firm may decide to use a Pending Matter:

  1. The law firm may decide to put the Matter in a Pending state because they haven't started working on the Matter yet. 
  2. The law firm opens a Matter and charges a consultation fee. The Matter will be placed in a pending state until the client pays the consultation fee. 
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