KCS - How do I Locate All Open, Pending, Closed Matters on The App?

Objective:

  • View all Open, Pending and Closed Matters on the App
  • iPhone and iPad
  • Android
  • Mobile App

Environment:

  • Clio Web iOS
  • Clio Web Android

Additional Information:

For further information, please see:

Procedure:

  1. Click Matters along the bottom of the screen
  2. Click Filter in the top left of the screen
  3. Select required Matter status (All, Open, Pending, Closed)
  4. If needed enter any further information required (Practice Area, Client)
  5. Press Apply

 

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