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Can I Archive My Clio Grow Matters?

Objective:

  • How do I remove a matter from my pipeline?
  • I want to clean up my pipeline, or matter list

Environment:

  • Clio Grow

Additional Information:

Answer:

While it's not currently possible to archive an existing matter, you could consider creating a Hired or Did Not Hire matter status called "Archived". Adjusting the status of a matter to, "Archived" would help keep your pipeline view organized.

If you would like to request this functionality please contact our support team either by phone (1-888-858-2546 ext 2) or by using the Live Chat option available in Clio to put in your feature request to our Development team.

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