Videos: 

• Overview of your Matter Pipeline in Clio Grow (see here)

Frequently Asked Questions:

• How Do I Rearrange Matter Statuses? (see here)
• How Do I Move a Matter up and down in the same Status in the Pipeline? (see here)
• How Do I Move a Matter to Hired using the Pipeline? (see here)
• How Do I Move a Matter to Did not hire in the Pipeline? (see here)
• How Do I View a Matter's Details in the Pipeline? (see here)
• How Do I View my Hired or Not Hired Matters in the Pipeline? (see here)
• How Do I Filter the Pipeline in Clio Grow? (see here)
• How Do I Add Statuses to Different Pipelines in Clio Grow? (see here)
• How Do I Delete Matter Statuses in the Pipeline? (see here)
• Can I Create a New / Separate Matter Pipeline in Clio Grow? (see here)
• Can I Organize Leads within the Pipeline by Date? (see here)