Objective:
- Bulk Change the Matter Status of Multiple Matters at the Same Time
- Bulk Modify Matter Statuses on Clio Manage
- Batch Edit Matter Statuses on Clio Manage
- Bulk Edit Matter Status from Open to Closed
Environment:
- Clio Manage
Additional Information:
- To Learn More About Matter Status, click here
- To Learn How to View All Matter Statuses as of a Certain Date, click here
Procedure:
- Click on Matters on the sidebar
- Click the check boxes next to Matters you want to edit
- Click on Update matter status
- Select a matter status: None, Open, Close, Pending
- Click on Save
Please note: Users can only update 200 Matters per page with the same Matter status.