Objective:
- See when a Matter was added
- Check out the creation date of a Matter
- View who created a Matter
Environment:
- Clio Manage
Additional Information:
If the Matter was imported into Clio, and not created in Clio, the Matter Timeline will not show a date the Matter was created. A Matters Export to .CSV will also contain a "Create Date" column.
Procedure:
- Navigate to the specific Matter
- On the initial main Dashboard tab, locate the Timeline section on the right-hand side of the page
- Scroll down and use the arrows to navigate to the earliest page of logs (if needed)
- The first entry in the Timeline will show the Matter being created