In New Clio's Contact Page, Can I See All My Client's Matter (Open, Pending, and Closed)?

Objective:

  • How do I find a list of a Client's Matters by Status (Open, Pending or Closed) in the New Contact page?
  • Why does the New Contact page only show open Matters?
  • Show all a Client's Matters
  • View a Client's Matters by Status

Environment:

  • Clio Web App
  • New Clio

Additional Information:

By default, the New Contact page show only a Client's Open Matters.

Answer:

Yes. 

  1. Go to the Contact
  2. Under Open Matters (upper-right section), click View all Matters
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