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How to Move Matters to Different Statuses in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

From the Matter Page

  1. Go to the desired matter's page
  2. Under Matter Details use the “Status” dropdown to reassign the matter a new Matter Status

 

From the Dashboard

  1. Find the matter on the Pipeline
  2. Click and drag the matter to the new desired location

 

From the Matter index

  1. Click on the “Matters” button in the main navigation
  2. Find the desired matter by going through the pages or using the filter options
  3. Click on the status dropdown and select the correct status
 

 

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