KCS - Why Can't I Find A Matter That I Know Is In Clio?

Objective:

  • Why am I not able to see Matters I know I definitely have in Clio?
  • Why can't I see my Matters? I had more then this. 

Environment:

  • Clio Web App
  • Matters

Additional Information:

Please note that even if you are the Account Owner or an Administrator if someone has the Matter Permission set to "Just Me" the only person that can see this Matter is the person who created the Matter.

Answer:

1. If the Matter is one that has been closed then by default Clio will select the Open tab.

2. Additionally the Matter Permissions may exclude specific users which means the permissions would need to be changed in order for those users to view it. 

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