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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 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:

  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

 

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