Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
From the Matter Page
- Go to the desired matter's page
- Under Matter Details use the “Status” dropdown to reassign the matter a new Matter Status
From the Dashboard
- Find the matter on the Pipeline
- Click and drag the matter to the new desired location
From the Matter index
- Click on the “Matters” button in the main navigation
- Find the desired matter by going through the pages or using the filter options
- Click on the status dropdown and select the correct status