Does your firm need to work from home due to COVID-19? Check out these key resources.

How Do I Find Out When a Matter Was Created?

Objective:

  • See when a Matter was added
  • Check out the creation date of a Matter
  • View who created a Matter

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the specific Matter
  2. On the initial main Dashboard tab, locate the Timeline section on the right-hand side of the page
  3. Scroll down and use the arrows to navigate to the earliest page of logs (if needed)
  4. The first entry in the Timeline will show the Matter being created

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality