KCS - How do I Close Matters Opened Prior to a Specified Date?

Objective:

  • Close Matters in bulk that were opened prior to last year

Environment:

  • Clio Web App
  • 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:

  1. Go to Matters
  2. 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
  3. 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
  4. Click on Update matter status at the top of the list
  5. Select Close
  6. Click Save
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality