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How Do I Move a Matter to Did Not Hire in the Pipeline?

Objective:

  • How do I move Matter to "Did Not Hire" in the pipeline?
  • How do I change the status of a Matter to "Did Not Hire" from within the pipeline?
  • How do I move a Matter from "Hired" to "Did Not Hire"?

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Click the Stop (next to the $) symbol under the Matter you would like to move to Hired
  2. Click Did Not Hire 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 Referred Out

 

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