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Can I Close a Matter in Clio Grow?

Objective:

  • How do I close a Matter in Grow?
  • Am I able to remove a Matter from my Pipeline once I'm done with it?

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Not at this time. Matters in Clio Grow are not designed to be closed in the same way as in Clio Manage, as Clio Grow primarily deals with the intake process. Moving a Matter through your Pipeline to either the 'Hired' or 'Did Not Hire' state is effectively the same as closing the Matter as far as Clio Grow is concerned.

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