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How to Add Matter Statuses in Clio Grow

Objective:

  • How do I add Matter Statuses to the different stages of the Pipeline
  • How to change the Matter Status 
  • How to Edit the Matter Status
  • How to add Pipeline Statuses  
  • How Can I Add an Extra Bucket to the Grow Pipeline

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the Settings page
  2. Click on the Matters tab
  3. Click New Matter Status
  4. Enter the matter status name
  5. Select the category for the matter status
  6. Click New Matter Status when finished
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