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How to Bulk Edit Matter Statuses on Clio Manage?

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:

  1. Click on Matters on the sidebar 
  2. Click the check boxes next to Matters you want to edit
  3. Click on Update matter status 
  4. Select a matter status: None, Open, Close, Pending
  5. Click on Save
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