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How to View a Client's Matters by Status

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:

  1. Go to the Contact
  2. Click the Matters sub-tab
  3. Click the Open, Pending, or Closed sub-tab

View from the Matters Page:

  1. Go to Matters page
  2. Click on Filter In the top right hand corner
  3. Filter by Client 
  4. All Matters will show for that client and you can view Open, Pending, and Closed Matters
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