Objective:
- How do I find a list of a Client's Matters by Status (Open, Pending or Closed)?
- Search matters by status
- Matter status
Environment:
- Clio Manage
Additional Information:
- n/a
Answer:
View from the Contact Page:
- Go to the Contact
- Click the Matters sub-tab
- Click the Open, Pending, or Closed sub-tab
View from the Matters Page:
- Go to Matters page
- Click on Filter In the top right hand corner
- Filter by Client
- All Matters will show for that client and you can view Open, Pending, and Closed Matters