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Key Resources: Pipeline

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)
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