Objective:
- How do I move Matter to hired in the pipeline?
- How do I change the status of a Matter to "Hired" from within the pipeline?
- How do I move a Matter from "Intake" to "Hired"?
Environment:
- Clio Grow
Additional Information:
n/a
Procedure:
- Click the $ symbol under the Matter you would like to move to Hired
- Click Hired in the new window that pops up
OR
- Click Quick View under the Matter you would like to move to Hired
- Click the Status dropdown
- Select Hired