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Why Am I Getting an Error Message When Closing a Matter in Clio Manage?

Issue:

  • Closing a Matter in New Clio causes an error message: "Error: Please try again" in a red banner in the bottom right hand corner. 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

The Contact has been removed from the Matter. 

Resolution:

  1. Click Edit matter at the top right of the Matter
  2. Add a Contact to the Matter
  3. Click Save matter
  4. Change the status from Open to Closed on the Matter Dashboard

 

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