Objective:
- Close Matters in bulk that were opened prior to last year
Environment:
- Clio Manage
- New Clio Experience
Additional Information:
There is not currently a Filter on the Matter page for Open Date; the following is the recommended workaround given this limitation
Procedure:
- Go to Matters
- Click on the Open date column heading to sort with the oldest Matters first
- If you do not see a column for "Open date," click into Columns (top-right), check the box for Open date, and click Update columns
- Check to the box to the left of each Matter that you wish to close
- You can check the box at the top of the page (beside "Actions") to select all
- You can expand the results per page to show 100, 150, or 200 Matters
- Click on Update matter status at the top of the list
- Select Close
- Click Save