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How Are Matters Ordered on a Multi Matter Bill?

January 10, 2022 16:58

Objective:

What order do Matters display on Multi Matter Bills?

Environment:

Clio Manage

Additional Information:

The workaround to be able to change the order is to change the date the Matter was opened on. The Matter showing at the top of the Bill will be the one with the oldest date.

Answer:

Matters are displayed based on the date they were opened.