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Why Can't the Other Users See My Matters?

Issue:

  • I can't see a list of my Matters 
  • Matters are missing
  • Matters are not showing
  • The main matters page does not show all of my Matter
  • I have created a Matter and the other Users cannot see it
  • How do I change a Matter so my colleagues can view it?

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

The Matter(s) may have different permission or it could have been deleted.

Resolution:

  1. Check the Matter Permissions (is this Matter only set for a particular User or Group at the firm?) 
  2. Check the Firm Feed to see if the Matter(s) has been created or deleted
  3. Check the Recovery Bin

 

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