KCS - Unable to Find Some Matters after Editing a Group

Objective:

  • Return ability to search for and find certain Matters in Clio after removing all firm members from a Group used in Matter Permissions

Environment:

  • Clio Web App

Additional Information:

  • The Matter Permission must have been originally set to a Group that was subsequently Edited to remove all firm members
  • Searching for the expected Matter(s) will return no results if the Matter Permission is linked to a Group without any firm members

Answer:

  1. As an Administrator, in Clio Settings click on Groups, Permissions, and Job Titles
  2. Add yourself to the Group that was edited to remove all firm members
  3. Search for the desired Matter
  4. Optionally, change Matter Permission to Everyone
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