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How do I Locate the Timeline of a Matter?

Objective:

  • Locate the Timeline of a particular Matter
  • I need to view a list of activities that have taken place on the Matter (created, edited, and deleted)
  • See who made changes to a Matter
  • Edit a Matter
  • Timeline
  • Unable to see the Timeline of a Matter
  • Update Matter visibility on a Matter Timeline

Environment:

  • Clio Web App

Additional Information:

Procedure:

  1. Go to Matters
  2. Select the required Matter, alternatively, you can use the filter option to locate the Matter (How to Filter for Matters)
  3. On the bottom right of the screen, you will see Timeline. You can also apply a filter to the Timeline (How I Use the Filter on the Matter Timeline?)

Or

  1. Go to Settings
  2. Select Firm Feed
  3. Tick Firm Feed visibility (Everywhere, Everywhere but Matters page, Nowhere)
  4. Click Save 

 

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