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No One in My Firm Can Locate a Specific Matter

Issue:

  • Not a single user in the firm can locate a certain Matter
  • The existence of the Matter has been confirmed via the Folder that was created in a Document Integration
  • Cannot find a Matter
  • Why can't I find a certain Matter
  • A Matter is missing

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

  • 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:

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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