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How Do I Move a Matter to Hired Using the Pipeline?

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:

  1. Click the $ symbol under the Matter you would like to move to Hired
  2. Click Hired in the new window that pops up

OR

  1. Click Quick View under the Matter you would like to move to Hired
  2. Click the Status dropdown 
  3. Select Hired
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