KCS - 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. Go to the page for the specific Matter
  2. Locate the Timeline section on the right-hand side of the page within the "Dashboard" tab
  3. Scroll down and use the arrows to navigate to the first page of logs (if needed)
  4. The first entry in the Timeline will show the Matter being created

 

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