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
Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
- Go to the Settings page
- Click on the Matters tab
- Click New Matter Status
- Enter the matter status name
- Select the category for the matter status
- Click Create Matter Status when finished