Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

How do I Assign a User to a Matter in Clio Grow?

Objective:

  • Assigning Users to a Matter in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • You can edit the "Assigned to" User by editing the Matter details

Answer:

There are 3 ways to assign a User to a matter:

  1. User created the Matter and did not reassign 
  2. Someone else created the Matter and assigned it to them
  3. It was assigned to another User and then edited to have him as the assigned User
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality