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Cannot Find Matter in Clio

Issue:

  • Why can't a single user in the firm can locate a certain Matter?
  • I cannot find a Matter
  • Why can't I find a certain Matter
  • Why is this Matter is missing

Environment:

  • Clio Manage

Additional Information:

n/a

Potential Causes:

  1. Matter status is closed.  So the matter does not show up in the Search Bar.
  2. Matter Permission is assigned to 'Me'
  • When creating a Matter the Matter Permissions were set to a Group that had no users assigned to it. Now none of the Users can find the Matter to change the Permissions.
  • If there are no Groups at the Firm, it is likely that there is a deactivated User who set the permissions to themselves. That User will have to be reactivated and the Permissions changed from their account. 

Resolution 1:

  1. After typing in the name of the matter in the Search Bar (at the top), press Enter on your keyboard to see all of the results.
  2. You'll see the matter in the list of results
  3. Click on the matter name
  4. Under the Details section of the matter Dashboard check if the Status is set to Closed
  5. Either change the Status to Open/Pending or click the Matters tab on the left and click the Closed tab at the top to show the matter

Resolution 2:

Instructions for Account Administrator:

  1. Select Settings
  2. Select Groups, Permissions, and Job Titles
  3. Locate the Group that has no users assigned to it
  4. Click "Edit" under the Group name
  5. Add the yourself to the Group
  6. Click Update Group
  7. Navigate to the missing Matter and open it
  8. Click Edit
  9. Change the Permissions to "Everyone"
  10. Click Update Matter
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